Investment Snapshot September 2026

Key takeaways from our September Snapshot

• August was positive for most major equity markets, with tech-heavy regions leading the way.
• Resilient economic growth and a generally strong earnings season supported risk assets, while gold also had a standout month, rising almost 10%.
• There was significant focus on the bond market, with the 30-year Treasury yield breached levels last seen in 2007 and there was the annual Jackson Hole conference, with special attention on monetary policy insights by Fed Chair Kevin Warsh.