13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
30/03/2026 Conflict affecting sentiment The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
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...