Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
May 2026
Market Assessment
Key developments
- A ceasefire has been reached in the Middle East conflict, but oil prices remain volatile
- US corporate earnings are revised upwards as Q1 earning season sees broad-based strength
- Risk assets rally sharply, with several stock markets setting new records
Monthly Key Points: May 2026
Video, 04:52 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
Watch the video in: German, Cantonese, Mandarin, Spanish (Europe), Spanish (Mexico), Italian, Portuguese (Portugal), Portuguese (Brazil), TurkishExplore our publications
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