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.
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.
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.