Investment Update Q1 2026 | Private clients

Think you know last year’s winners? Think again

2025 was full of surprises. The equity regions that had success weren’t the ones making headlines. AI dominated the conversation, but the best performers weren’t all in Silicon Valley. Curious? You should be.

What’s inside this quarterly update

Co-Chief Investment Officer Shanti Kelemen looks back and explains why valuations mattered more than hype, how emerging markets quietly thrived, and why patience still pays.
Ahmer Tirmizi, Head of Fixed Income Strategy, explores the eternal tug-of-war between rules and narratives in investing – where data whispers while headlines shout.
Wondering what might make you smile in 2026? Ben Kumar, Head of Equity Strategy, shares his take. From Japan’s robotic renaissance to unexpected UK optimism (yes, really). There’s plenty to turn that frown upside down.

Find out what you didn’t see coming…

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.