27/03/2026 Investment Views Global Investment Views - April 2026 This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.
25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Inve... The war in Iran has shaken markets and is threatening the stability of the global economy.
16/03/2026 Markets on a roller coaster The crisis will likely accelerate Europe’s shift to strategic autonomy and greener energy to reduce geopolitical risk.
13/03/2026 Economy & Markets 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.
13/03/2026 Cross Asset Research Cross Asset Investment Strategy - March 2026 This March special edition examines the Iran conflict's fallout - oil shock scenarios, macro and regional risks, and practical cross-asset investment...
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...
2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece discusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.