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?
April 2026
Market Assessment
Key developments
- Geopolitical risk turns into reality as the US and Israel embark on war with Iran with retaliatory fire across the Gulf region
- Oil and gas prices spike higher, and other commodities such as fertilisers and certain industrial gasses surge
- Inflation fears lead to a markedly higher repricing of central bank policy rates
Monthly Key Points: April 2026
Video, 05:09 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, Spanish (Europe), Italian, Portuguese (Portugal)Explore our publications
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