Tatton Asset Management said global equity markets were largely flat as strong UK and European performance offset a pause in US gains, with investor attention shifting from US politics to the AI theme. The firm noted rising anxiety around private credit after Blue Owl halted redemptions in a retail-focused fund, but said the move reflected liquidity fears rather than an increase in defaults and argued contagion to public bond markets appears limited due to different underlying exposures and lower system leverage than before 2008. Tatton added that “SaaS-pocalypse” fears are a risk scenario rather than a base case, while current data still points to ongoing global growth and less-stretched equity valuations.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tatton Asset Management plc published the original content used to generate this news brief on February 27, 2026, and is solely responsible for the information contained therein.