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How geopolitical shifts and policies are shaping market dynamics.

The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains. We assess the likely impacts on European real estate and consider the specific impacts on real estate sectors.

With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.