Weekly Comment - Markets Uncut - 29.06.2026

This week, Investment Manager Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Oli Creasey, Equity Research Analyst, to unpack the latest movements across global markets and key sector trends. The discussion covers the potential policy shifts investors may soon face, alongside questions around how future fiscal spending could be funded. The team also dives into the UK property and housebuilding sectors, examining current cost pressures and what they could mean going forward. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.