Global Outlook May 2026
In our latest Global Outlook video, Chief Investment Officer, Bill Dinning, shares his views on the key themes currently shaping global markets, including the impact of rising energy prices, shifting inflation expectations and the outlook for interest rates in both the UK and the US.
Bill discusses how political developments in Westminster are influencing sentiment towards UK assets, why gilt yields have moved higher in recent months. He highlights the continued resilience of equity markets despite the current backdrop.
This material is provided for informational purposes only and does not constitute investment advice or a recommendation. The views expressed reflect current market conditions and are subject to change without notice.
All materials have been obtained from sources believed to be reliable, but their accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Investment strategies presented are not suitable for all investors and do not represent the experience of other clients. Results may vary and are subject to change based on market conditions and individual circumstances. Investors should consult their financial and tax advisors to assess the suitability and risks of any investment.
Portfolios may include investments in illiquid assets, securities subject to counterparty risk, and instruments sensitive to changes in exchange or interest rates. Derivatives such as futures, options, structured notes, and contracts for differences may be used for risk management or investment purposes but may also involve a higher level of risk and may not be suitable for all investors. There is a risk of loss and of counterparty default on such instruments.
