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Investing with Perspective

A space for evolving perspectives on investing— lifting the hood on what's happening inside the funds, alongside our thinking, insights from third party managers, and informed views on managing wealth in a changing world.

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Spring Path through bluebells - Quarterly - Q1

Q1 2026 Quarterly Review: Energy Shock, Institutional Risk and Global Market Repricing

Q1 2026 was defined by geopolitical escalation, energy market disruption and growing questions around institutional credibility in the US. Markets responded with sharp volatility, sector rotation and a reassessment of …

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