Market Perspectives

Most major U.S. equity indexes finished the week higher despite sharp swings driven by the Federal Reserve's policy meeting, the escalating U.S.-Iran conflict and renewed volatility in artificial intelligence shares. The technology-heavy Nasdaq Composite led the gains, rising 1.59%, while the S&P 500 and the Dow Jones Industrial Average both advanced just over 1%. Across the Atlantic, the pan-European STOXX Europe 600 gained 0.73%, touching another intraday record high on Friday as stronger-than-expected corporate earnings and a recovery in artificial intelligence shares supported sentiment. Germany's DAX rose 2.11%, France's CAC 40 gained 1.64%, Italy's FTSE MIB added 0.71% and the UK's FTSE 100 advanced 1.23%. Asian markets were more mixed, with Japan's Nikkei 225 slipping 0.39%, while Hong Kong's Hang Seng Index rallied 3.69%, supported by strength in China's large internet platforms. Looking ahead, investors face the U.S.…

Subscribe to continue reading.

GlobalMarketsRecap-

GlobalMarketsRecap-

GlobalMarketsRecap-

Week32

Week32

Week32

US MarketsBullish
Nasdaq Composite
+1.59%
S&P 500
+1.05%
Dow Jones industrial
+1.0%
Higher despite sharp swings around the FOMC; the Nasdaq led.
European MarketsBullish
STOXX Europe 600
+0.73%
DAX
+2.11%
FTSE MIB
+0.71%
CAC 40
+1.64%
FTSE 100
+1.23%
STOXX 600 touched another intraday record; the DAX led on strong earnings.
Asian MarketsMixed
Nikkei 225
+2.12%
Hang Seng
-0.70%
Mixed; Hong Kong rallied on China's large internet platforms.

BONDS & MACROECONOMICS

Government bond yields continued their relentless climb, with the U.S. 30-year Treasury yield rising above 5.20% for the first time since 2007 and ending the week around 5.27%, while European sovereign yields also reached their highest levels in more than 15 years. The Fed held at 3.50% to 3.75% with three officials dissenting in favour of an immediate hike.

The information transmitted is intended only for the person(s) or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you receive this in error, please contact the sender and delete the material from any computer.

This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of Wealth Advisory Partners Ltd, or its affiliates. Wealth Advisory Partners Ltd and its affiliates do not assume any liability whatsoever for the content of this email or make any representations or warranties as to the accuracy and completeness of any information contained in this email.

Subscribe to receive news and market updates.

Enduring wealth demands structure, discipline and alignment.

© 2026

Gestio Capital. All rights reserved

The services and investments advisory referenced in this website should not be regarded as an offer of solicitation for such services or investment advisory in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services and advisory is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of investments. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Gestio Capital ltd services are not available for purchase by US persons. Services or advisory described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Gestio Capital Ltd. Gestio Capital Limited is a company registered in England & Wales under company number 9619363 and whose registered office is 9 Seagrave Road, London, England, SW6 1RP.

Subscribe to receive news and market updates.

Enduring wealth demands structure, discipline and alignment.

© 2026

Gestio Capital. All rights reserved

The services and investments advisory referenced in this website should not be regarded as an offer of solicitation for such services or investment advisory in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services and advisory is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of investments. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Gestio Capital ltd services are not available for purchase by US persons. Services or advisory described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Gestio Capital Ltd. Gestio Capital Limited is a company registered in England & Wales under company number 9619363 and whose registered office is 9 Seagrave Road, London, England, SW6 1RP.

Subscribe to receive news and market updates.

Enduring wealth demands structure, discipline and alignment.

© 2026

Gestio Capital. All rights reserved

The services and investments advisory referenced in this website should not be regarded as an offer of solicitation for such services or investment advisory in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services and advisory is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of investments. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Gestio Capital ltd services are not available for purchase by US persons. Services or advisory described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Gestio Capital Ltd. Gestio Capital Limited is a company registered in England & Wales under company number 9619363 and whose registered office is 9 Seagrave Road, London, England, SW6 1RP.