In this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026.

The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact of Middle East events on oil and gas markets. The team also shares current investment views on AI, gold, copper and uranium, plus how portfolios have been positioned through recent market volatility.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

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Macro Musings with the W1M Multi Asset Team: Volume 3