Investment update - May 2026
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Published on 30 June 2026In May, global investment markets were shaped by tensions between an energy driven inflation shock arising from the Middle East conflict and the continued resilience in global growth and corporate earnings.
Disruptions to energy infrastructure and shipping through the Strait of Hormuz kept oil prices elevated, which lifted concerns about inflation. However, market sentiment improved later in the month, supported by intermittent optimism around a potential diplomatic resolution.