Infundly Perspectives

Independent fund research, market context and governance insight for advisers, DFMs and professional investment teams.

Practical research notes designed to help professional investors understand fund role, evidence, risks, governance and what would change the view.

How to use Infundly Perspectives

Infundly Perspectives brings together long-form fund research commentary, portfolio role notes, governance observations and market context for professional users. The section is designed to support fund discovery, due diligence, investment committee preparation and portfolio review.

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Macro Snapshot – June 2026

May was a month of market resilience rather than macro comfort. The US-Iran conflict remained an important source of uncertainty, particularly for oil prices and inflation expectations, while central banks continued to face a difficult policy backdrop. Yet equity markets advanced, helped by the combination of AI-related optimism, resilient earnings and improving hopes that the immediate energy shock could fade.

What's Moving Markets

Sheridan Admans

Jun 36 min read