The Macro Confluence Insight Series: Complete Edition, April/May 2026

The complete Alfinas Macro Confluence Insight Series is now available for download.

This edition includes:

→ Why April 2026 Changed Everything

→ Part I:The Oil Price Shock Playbook

→ Part II: Stagflation or Slowflation?

→ Part III: Beyond Borders

→ Part IV: Asset Allocation Reboot

→ The Alfinas Model Portfolio    

Scenario Analysis Q2-Q4 2026 16 pages. Updated monthly.

📄 Download the complete Macro Confluence Insight Series , 16 pages including the Alfinas Model Portfolio Scenario Analysis: 👉

Macro_Confluence_Complete_Series_May2026 (1).pdf

Download PDF • 45KB

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Disclaimer: This article is published by Alfinas Alternative Investment Advisers for informational and educational purposes only. It represents the analytical views and opinions of the author and does not constitute investment advice. © Alfinas Alternative Investment Advisers, May 2026.

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Marie-Laure Mikkelsen PhD., C.A.I.A  |  Founding Partner, Alfinas Alternative Investment Advisers  |  info@alfinas.com  |  www.alfinas.com