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Description

In our latest investor update, Director of Investment Strategy Brad Holland recaps a busy January and explains what has been driving financial markets this month.

About this update: This update was recorded on 3 February 2026. All figures, unless otherwise stated, relate to the month of January 2026.

Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg.

Risk warning: As with all investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.