June 2026 Market update

Overview

Global markets extended their strong run in June, delivering a further 0.7% return for UK investors and rounding off an impressive first half of 2026.

Despite periods of heightened geopolitical uncertainty, resilient corporate earnings and continued investor confidence helped drive several major equity indices to record highs, leaving UK investors with a total return of 10.6% for the year to date.

The first half of 2026 demonstrated the resilience of the market rally, as despite evolving interest rate expectations and ongoing geopolitical tensions, investors remained focused on robust corporate earnings and long-term growth opportunities, particularly those linked to artificial intelligence.

Full update below…