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Matt LeBlanc
Matt LeBlanc
12 March 2026
Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
12 March 2026
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
10 March 2026
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
Thomas Hübner
Thomas Hübner
10 March 2026
Meg O'Connor
Meg O'Connor
10 March 2026
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?
9 March 2026
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Kosta Kleyman
Kosta Kleyman
6 March 2026
Travis Flint
Travis Flint
6 March 2026
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
5 March 2026
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?
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
3 March 2026
With the invasion of Iran, geopolitics is once again dominating proceedings.
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Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
12 March 2026
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
10 March 2026
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
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?
9 March 2026
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
5 March 2026
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?
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
3 March 2026
With the invasion of Iran, geopolitics is once again dominating proceedings.
EMEA Investment grade examined 2026 - The importance of portfolio construction
EMEA Investment grade examined 2026 - The importance of portfolio construction
3 March 2026
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
Market Perspectives: Middle East conflict – market impacts and implications
Market Perspectives: Middle East conflict – market impacts and implications
2 March 2026
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
27 February 2026
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
26 February 2026
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
The evolving landscape of climate investing
The evolving landscape of climate investing
26 February 2026
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.