September witnessed a fall in share prices as central banks raised interest rates. The risk remains that interest rates will rise too much and too fast for investors with large allocations. Bond yields in the US continued to rise, most likely due to AI boosting investors’ expectations of long-term GDP growth.
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Our in-house experts share their thoughts and perspectives covering news, research and insights into the global economy.
Market review and outlook: September 2026
Share prices were strong again in August. And, after several years of share price gains being concentrated in just a few shares, our funds are now benefiting from this number widening. We have also put in place several non-bond diversifiers to help with the risks of inflation and rising bond yields.
Better work pillar
As part of our stewardship work, we assess companies’ impact on the real world and build engagement programmes around these. We broadly categorise these into three pillars – better work, better environment, and better health. Martin Buttle shares how our better work pillar covers several underlying themes from human rights at work, tackling inequality and the Living Wage.
