Post by Hymans Robertson

📣 In case you missed it, our Investment Perspectives is live. The first quarter of 2026 has been a volatile one for markets, with the Middle East conflict dominating headlines. The effective closure of the Strait of Hormuz pushed energy prices higher, raising concerns about a potential supply shock and renewed inflationary pressure. This has added to uncertainty around the economic outlook. If tensions ease quickly, confidence could return. For now, the picture suggests weaker growth, higher inflation and tighter monetary policy. In our latest update, we explore Q1 market performance in more detail and share our current views on what this could mean for investors, recognising how quickly conditions can change. Hear from David Walker on what’s included, and read the full publication here: https://okt.to/9Sw6Tr #InvestmentOutlook2026 #geopolitics #Pensions

Video Content