Portfolio update

Investment Update Q3 2026

15th July 2026

Investing isn’t just about the numbers

The decisions that shape long-term outcomes are rarely just about markets. They’re often about confidence, behaviour and staying focused on what matters most.

In this quarter’s investment update, experts from the 7IM Investment Team explore two questions many investors ask.

  • Should you invest a lump sum right away or put money into the market gradually over time?
  • And after years of disappointing returns, could smaller companies be ready for a comeback?

A sneak peak of what’s Inside this issue:

  • Our key views

Shanti Kelemen, Co-Chief Investment Officer, shares what’s on our radar, what matters, and why resisting the urge to act can sometimes be one of the smartest decisions.

  • Drip feeding – psychology beats perfect timing

Ben Kumar, Head of Strategy – Wealth, Public Policy & Investment, explores the behavioural side of the decision and why investor psychology often matters more than finding the “perfect” moment.

  • The small-cap premium – dead, dormant or due a revival?

Smaller companies have spent years lagging behind their larger peers. Sam Hannon, Investment Manager, looks at whether that trend could be starting to change and what it might mean for you.

This document has been produced by Seven Investment Management LLP from internal and external data. Any reference to specific instruments within this document are part of widely diversified portfolios and do not constitute an investment recommendation. You should not rely on it as investment advice or act upon it and should address any questions to your financial adviser. The value of investments can vary and you may get back less than you invested. Past performance is not a guide to the future. Tax rules are subject to change and taxation will vary depending on individual circumstances.