Q3 2026 Astute Quarterly Market Update
What Burnham Means For Investors & Why We're Trimming EM
In our latest Quarterly Market Update, Jessica Creasey speaks with Dr Scott Osborne about the possible impacts of Andy Burnham's election as Prime Minister, as well as looking at the debate around an AI bubble; they also provide clients with a clear understanding of how the funds are currently positioned.
In this quarter’s Market Update, Jessica Creasey sits down with Chief Investment Officer Dr Scott Osborne to unpack what recent developments could mean for investors. From the potential impact of Andy Burnham’s election as Prime Minister, to the growing debate around an AI bubble, and the outlook for markets over the quieter summer months. They also explain how our portfolios are currently positioned and the thinking behind our investment decisions.