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

September 10, 2026

August presented a mixed economic backdrop, as inflation remained above the Federal Reserve’s target, labor market conditions softened, and consumer...

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September 10, 2026

July was dominated by renewed escalation in the U.S.-Iran conflict and rising disruption risk around the Strait of Hormuz, driving...

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September 10, 2026

Geopolitical conditions remain unsettled, particularly in the Middle East. Developments involving Iran have moved in and out of focus, with...

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