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Mapping the fallout: Iran, oil, and global markets

What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.

Playback | How to navigate market volatility sparked by the Iran war?

Replay - After recent Middle East events, outlooks point to controlled disorder: wide return dispersion, unstable correlations. Diversify across sectors/regions and favor inflation-aware portfolios.

2026.03.02 - Implications of US-Israel strikes on Iran

Reforms and reflation: unlocking Japanese equity upside

Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.

Reform and reflation: unlocking Japanese equity upside

10 themes for private assets in 2026

Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.

Unpacking Asia’s 2025 Sustainable Finance Playbook

Asia's ESG reforms, transition finance and tailored frameworks are mobilizing capital for sustainable growth.

2026 Investment Outlook

AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.

Invitation | 2026 Global Investment Outlook: Keep It Turning

Global Outlook

Investment Views

Cross Asset Research

Capital Market Assumptions

Weekly Market Directions

Central Banks and bond yields in focus

The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.

Line chart titled 'Bond Yields' showing daily US and German 2‑year government yields from late January through late March 2026. The light‑blue US 2Y climbs from around 3.5% to near 4.0%; the dark‑blue Germany 2Y rises from about 2.1% to 2.7%, widening the spread in March.

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Out of the Black Box: Uncertainty Quantification for LLMs vi...

Autoregressive LLMs generate text by sampling from estimated probability distributions over the next token, conditiona lon preceding context.

Optimal Decumulation Strategies for Retirement Solutions

25/03/2026

Machine Learning & Artificial Intelligence

Modeling and Forecasting of Large Unbalanced Option Implied ...

Forecasting the option implied volatility (IV) surface is difficult with standard time series models because ofits time-varying granularity.

Your guide in a fast-changing investment world

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