Investment Update
Q4 2026
15 Oct 2026
Bonds, alternatives and AI advice
The final stretch of the year is looming towards us. There’s been a lot of change. But for this quarter's investment update, we’re homing in on two questions shaping portfolios and client conversations: are bonds attractive again, and how far can AI be trusted with UK financial advice?
Inside this issue you’ll find:
- Our key views. The 7IM investment team explains what we're watching, what matters and how we’re positioning portfolios.
- Bonds are back in town. Higher yields have changed the maths. We look at why bonds appear more attractive, the risks that remain and how alternatives can diversify the diversifiers.
- Is AI any good at UK financial advice? We tested five free AI tools on UK financial planning questions to see what they explained well, what they missed and where human judgement still matters.
Read on for our market view, portfolio thinking and what happened when we put AI advice to the test.
For queries and support, the Investment Management and Risk teams are ready to help.
The value of investments can go down as well as up, and you may get back less than you invested. This is for information only and isn't personal investment advice.
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