The latest market updates are brought to you by Investment Managers & Analysts at Wealth at Work Limited which is a member of the Wealth at Work group of companies.
23rd September 2026
It has been a relatively quiet week for markets from a global macroeconomic perspective. In the UK, attention is turning towards next month’s much-anticipated Autumn Budget, with the latest public finance figures providing an important backdrop. Government borrowing rose to £18.3 billion in August, exceeding forecasts of around £15 billion. Despite this, the UK’s debt-to-GDP ratio remained broadly stable at just under 94%.
16th September 2026
This week, comments from senior AI figures including OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei briefly unsettled AI-related equities, with semiconductor stocks particularly affected. Their comments centred not on bringing AI development to a halt, but on whether the pace of progress should be moderated so that safety measures and oversight can keep up with increasingly capable systems.
9th September 2026
Global financial markets made a subdued start to the week, with US equity markets closed on Monday for the Labor Day holiday. Meanwhile, escalating tensions between the US and Iran over the weekend provided support for oil prices, with Brent crude rising to just under $98 per barrel adding to inflation concerns.
3rd September 2026
In India, manufacturing PMI eased to 52.8 in August from 53.5 in July. While a reading above 50 still indicates expansion, the decline points to a slower pace of growth, with new orders, export demand and manufacturing output all losing momentum. Employment also fell for the first time in nearly two years, clearly signalling that businesses are becoming more cautious.
26th August 2026
While it has been a positive week so far, market moves have been relatively subdued as investors look ahead to Nvidia's earnings release. As the semiconductor giant at the centre of the AI investment theme, its results are expected to provide an important gauge of AI-related demand.
19th August 2026
This week in China, data revealed some moderation in the region’s economic momentum. Factory output grew 4.5% year on year in July, down from 5.3% in June. Compounding this, consumers also kept their purses firmly in their pockets, with retail sales growing by just 0.6%, compared with 1% in June. The significance of the data is being treated with some caution, with markets reluctant to interpret it too negatively at this stage.