In this episode of Why Invest? The W1M Multi-Asset team reviews an eventful first half of 2026, from geopolitical tensions and oil market volatility to the continued strength of AI-related investment and the resilience of equity markets.

They discuss the major macro forces shaping portfolios today, including energy security, inflation, interest rates, liquidity and earnings momentum, while sharing how these themes are influencing asset allocation decisions.

The episode also explores whether parts of the market are showing signs of bubble-like behaviour, why equity opportunities remain attractive in selected areas, and how AI, defence, energy infrastructure and UK capital markets are creating both risks and opportunities for investors.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

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