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9 March 2026
Multi-Asset
Multi asset
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
5 March 2026
Equity
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
3 March 2026
Fixed income
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
With the invasion of Iran, geopolitics is once again dominating proceedings.
