It has been another week dominated by global headlines.
Renewed tensions in the Middle East, changing trade policies and ongoing uncertainty around inflation have all contributed to periods of market volatility. It's perfectly understandable that many investors wonder whether these events should lead them to change their investment strategy.
The simple answer is: probably not.
One of the challenges of modern investing is that negative news travels quickly, often overshadowing what is actually happening within investment markets.
Whilst the headlines have focused on uncertainty, our portfolios have continued to deliver encouraging returns. As at 30 June 2026:
• CA FS Balanced*: +8.6% (6 months) | +18.6% (12 months)
• CA FS Balanced Growth*: +10.3% (6 months) | +21.5% (12 months)
• CA FS Growth*: +10.7% (6 months) | +23.0% (12 months)
*click for more info
These figures are a timely reminder that successful investing is rarely about reacting to today's headlines. Instead, it's about remaining invested through periods of uncertainty and allowing high-quality businesses and diversified portfolios the time to deliver long-term growth.
Our investment philosophy has always been based on building resilient, globally diversified portfolios rather than trying to predict the next geopolitical event or market movement.
If you have any questions about recent events or your investments, please don't hesitate to get in touch.