Investment Update Q2 2026 | Financial Advisers

Fasten your seatbelt – but keep your eyes on the long road!

2026 has started with a few jolts, but the basics still matter most: diversify, think long term and take the right level of risk for you. The rules can feel boring, but when things wobble, they’re worth their weight in gold.

This quarter, three big themes grabbed the headlines: artificial intelligence, private credit and geopolitics. In our quarterly investment update we focus on the first two.

Ben Kumar, Head of Strategy – Wealth, Public Policy & Investment, 7IM, explores ‘which job AI is coming for’. History’s a useful reality check. Hint: dishwashers didn’t end restaurant jobs. Human judgement still counts. (Sorry, robots.)
Ahmer Tirzimi, Investment Manager, 7IM, gives us the 101 on private credit. Turns out, it’s just lending and humans have done it for 4,000 years.

Markets may stay jumpy, but diversification remains your strongest shock absorber. Our quarterly update explains why.

Read your quarterly update. We’ve done the homework – so you don’t have to.

For queries and support, the Investment Management and Risk teams are ready to help.

This document has been produced by Seven Investment Management LLP from internal and external data. Any reference to specific instruments within this document are part of widely diversified portfolios and do not constitute an investment recommendation. You should not rely on it as investment advice or act upon it and should address any questions to your financial adviser. The value of investments can vary and you may get back less than you invested. Past performance is not a guide to the future. Tax rules are subject to change and taxation will vary depending on individual circumstances.