Global Markets Overview

WTW's May 2026 report outlines a cautious central bank environment due to inflation risks from the US-Iran conflict while maintaining a positive one-year outlook on global equities and select credit markets.

Key Takeaways

• 1.Central banks in advanced economies are largely maintaining policy rates while closely monitoring inflation risks stemming from the US-Iran conflict.
• 2.UK Gilts and other select bond markets offer medium-term value as yield moves have normalized following an energy-driven spike.
• 3.Global equities are viewed positively on a one-year horizon, driven by strong earnings and the ongoing AI technology boom.

Table of Contents

• Global Markets Overview
• Government bonds
• Credit
• Equities
• FX
• Disclaimer
• About WTW

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