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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

Our convictions remain unchanged despite the return of tariff uncertainty

Some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated.

India’s Clean Energy Moment

India's policy shifts are de-risking clean energy and creating investable opportunities as private capital accelerates.

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

Oil and gas back in the spotlight

The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy imports.

RC-2026.03.09-Weekly-Market-Directions-HP

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Playback | How to navigate market volatility sparked by the ...

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

9/03/2026

Oil and gas back in the spotlight

The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...

Your guide in a fast-changing investment world

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