Quarterly Rebalance Commentary
March 2026
27 Feb 2026
Markets Enter 2026 with volatility and opportunity
In our latest rebalance commentary, the Investment Team breaks down what’s been driving markets and how we’ve adjusted our model portfolios in response.
In this update we’ll cover:
- What’s Moving Markets
- Views from The Team
- Asset Allocation Changes
- Delivering Diversification
- Fund Changes
Please see below for our latest Model Rebalance Commentary.
For more details on the current environment and model portfolio changes, the Investment Management and Risk teams are ready to help.
The past performance of investments is not a guide to future performance. The value of investments can go down as well as up and you may get back less than you originally invested. Any reference to specific investments are included for information purposes only and are not intended to provide stock recommendation or investment recommendations to individual investors.
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