Market Commentary, August 2026

Written By Sophie Barnett

AUGUST 2026

Ross McKnight, a senior member of our research team, joins Tracy Coghill to answer your questions from recent weeks. These include the cost of long-term debt, inflationary pressures from tensions in the Middle East, US intervention in the Japanese Yen, and the UK growth outlook. He also talks about his best investment call year-to-date and how the recent allocation to Japan is performing.

Sophie Barnett
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Direct Equity Team: A Note from Bishopsgate