A Q&A with the Keyridge Investment Team
Our latest market update is now available.
With markets navigating a mix of economic resilience, policy shifts, geopolitical uncertainty and rapid technological change, our investment experts take a step back to assess the major themes that have influenced performance so far in 2026 and what they could mean for investors going forward.
In this session, Paul Pugh hosts a discussion with:
Jordan Sriharan - Senior Fund Manager, Multi Asset
Kshitij (KJ) Sinha - Fund Manager, Fixed Income
Bimal Patel - Senior Fund Manager, Equities
They cover:
A review of the key market events and investment themes from the first half of 2026 including the key winners and losers across the equity and bond markets.
How fiscal stimulus, monetary policy and technological innovation are continuing to support economic growth and corporate earnings.
The implications of geopolitical fragmentation and the rise of onshoring across global economies.
Why AI remains a powerful market driver and where the team sees opportunities beyond the initial beneficiaries.
The discussion reinforces Keyridge Asset Management's core investment beliefs and explores how our multi-asset solutions, including the Portfolio Range, Diversified Risk Managed Funds and Diversified Monthly Income Fund, are designed to help investors navigate changing market conditions while remaining focused on their long-term objectives.
Watch the full video.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.