Simon Lewis, CEO of Partridge Muir & Warren, reviews the first half of 2026 from the perspective of global financial markets and PMW client portfolios. He explains how war in the Middle East acted as a catalyst for financial volatility in the first quarter and reviews the factors that subsequently drove the reassertion of market optimism in the second quarter.
Simon also highlights the current uncertainty regarding future policy direction in UK domestic politics as we await the arrival of a new Prime Minister. He illustrates a sobering example of how poor short-term policy can have an adverse long-term impact.
Watch the video below for Simon’s full mid-year commentary and investment insights.