| May 2026 |
| Summary |
April marked a strong rebound across global markets, with equities rallying sharply as geopolitical tensions eased and investor confidence returned, while technology stocks continued to lead performance on the back of exceptionally strong earnings expectations and rising AI-related investment. The commentary maintains a constructive long-term outlook, emphasizing resilience during volatility, continued dominance of U.S. equities and the dollar despite recent pressure, and the importance of staying invested through periods of uncertainty.
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