Investment Update Q3 2026 | Succession

Investing isn't just about the numbers

This quarter's investment update explores two big questions – when to invest, and where future opportunities might come from.

Inside this issue:

Our key views
Shanti Kelemen, Co-Chief Investment Officer, covers what we're watching, what matters, and why doing less can sometimes be the smartest investment decision.
Drip feeding – psychology beats perfect timing
Ben Kumar, Head of Strategy – Wealth, Public Policy & Investment, explores the psychology behind the decision: invest all at once or little by little.
The small-cap premium – dead, dormant or due a revival?
After years of lagging behind larger companies, Sam Hannon, Investment Manager, examines the case of the return of the small-cap.

Read on for market views and lessons in behavioural economics to boot…

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.