Investment Outlook
Global Outlook - May 2026
Summary
The report opens with a broad assessment of the current global macro and market landscape, covering key developments across major economies, geopolitical risks, and the main forces shaping financial markets. This edition focuses on themes such as Europe’s rearmament and the emergence of a new fiscal regime, energy-market vulnerabilities around the Strait of Hormuz and Bab el-Mandeb, the outlook for South Korea and Singapore, and the evolving dynamics between gold and silver. The second section presents our strategic and tactical views across various asset classes, including fixed income, equities, currencies, and commodities, providing insights on their relative attractiveness and strategic investment recommendations.
Authors
- Volodymyr PavlivHead of Investment Research
- Tom PetitCo-Head of Investment Research
- Elias BouzamondoHead of Fixed Income
- Mylan MonteilHead of Equities
- Seungjae KimHead of FX & Commodities
- Emanuele BozzoFixed Income Strategist
- Guillermo ShawFixed Income Strategist
- Pierre-Philippe DerckxFixed Income Strategist
- Paul ChatinEquities Strategist
- Oscar BowyerEquities Strategist
- Lorenzo GrimaldiEquities Strategist
- Alexander BruneEquities Strategist
- Karim VallaroFX & Commodities Strategist
- Elliot BlanckaertFX & Commodities Strategist
- Tommaso DomenisFX & Commodities Strategist
- Irene VaccaroFX & Commodities Strategist
Details
- Published
- 5 May 2026
- Division
- Investment Research
- Type
- Investment Outlook
- Pages
- 19
- Authors
- 16
Cite this report
Minerva Investment Management Society (2026). Global Outlook - May 2026. Investment Research. https://minervaims.org/archive/global-outlook-may-2026
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