February 2026 Market Digest

Our monthly market digest provides a review of global markets in February 2026. Below is an overview of the key highlights: 

• Despite concerns about how artificial intelligence could disrupt some sectors, equity performance remained positive.
• Asian markets continued to outperform, driven in part by the outcome of the Japanese election.
• Bonds also delivered positive returns, supported by lower-than-expected inflation in the period. 

Download our full digest, where we also take a closer look at:

• asset class returns
• war in the Middle East
• US Big Tech stocks
• commentary covering the past 12 months. 

Download here