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Markets were driven by shifting rate expectations and geopolitical developments, with US–Iran tensions adding volatility.

Our hedge fund insights this quarter is an update on our previous report on how market volatility impacts systematic and now discretionary strategies in 2026. 

84% of women report feeling unprepared to manage inherited wealth, with many finding the experience challenging when it arrives.

Global markets are entering a more balanced phase, where higher‑for‑longer rates, renewed energy pressures and sticky inflation are starting to test an artificial intelligence (AI)‑driven equity rally rather than abruptly reversing it.

In April, we anticipated an inflationary shock and a persistently cautious stance from central banks. That scenario has now materialised, reducing the prospects of any meaningful monetary easing.