Danny Carpenter October 2026
September in review
September saw mixed performances across global equity markets as investors balanced resilient economic activity and corporate earnings against renewed inflation concerns, higher energy prices and a less supportive outlook for interest rates. In the US, the technology-heavy Nasdaq rose by 1.9%, supported by continued optimism around AI-related investment and the earnings outlook for...
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Best Ideas Portfolio Dividend Growth Portfolio Multi-Asset Portfolio Core 20/80 Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio Core 70/30 Multi-Asset Portfolio ESG 70/30