Murray International Trust – Interim results 2026 and outlook

In the latest manager update video, Martin Connaghan, Co-Manager of Murray International Trust, reflects on the trust’s performance during the first half of 2026, highlighting robust absolute returns despite a particularly volatile and rapidly changing market environment.

He discusses the changing market backdrop, including rotations between US equities, emerging markets, energy and technology stocks, and explains how these trends have influenced portfolio positioning.

Martin also outlines recent portfolio activity, including adjustments to energy and technology holdings, and shares his perspective on the opportunities and challenges facing investors in the current environment.

Watch below.