2 Apr 2026 - Market commentary

MPS in focus - Quarterly market update

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In summary

Markets entered 2026 with confidence, supported by expectations of interest rate cuts and easing inflation. However, escalating geopolitical tensions in March quickly changed the outlook, driving market volatility and reversing early gains.

In this update from Frank Atkins, Investment Director, reflects on how portfolios have performed through this period of uncertainty and how we are navigating these times.


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