Headline market returns were modestly positive, but May brought another volatile month for investors adding to an already tumultuous 2022. Macro risks remained abundant with the war continuing to rage in Ukraine, several notable central banks transitioning to restrictive monetary policy, and the pandemic still having a material impact on select areas of the world (most notably China). The world economy appears to be within a significant regime change which brings a variety of uncertainties to investors. Large-scale macroeconomic shifts usually lead to choppy markets but can create new opportunities on the other side. In the meantime, prudence and thoughtful planning are key.

RECENT INSIGHTS

June 5, 2026

The Iran war dominated geopolitics in May, with a largely nominal ceasefire and Strait of Hormuz restrictions disrupting about 20%...

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May 7, 2026

The Iran war entered a critical phase in April 2026, marked by a fragile ceasefire, stalled peace negotiations, and an...

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April 15, 2026

Geopolitical risks re‑entered the spotlight in early 2026 with U.S. military intervention in Venezuela and U.S.–Iran tensions escalated, disrupting energy...

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