Insights（英語のみ）

Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.

Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?

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.

We highlight key drivers of the recovery and explore a range of opportunities for selective investors.

The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?

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?

With the invasion of Iran, geopolitics is once again dominating proceedings.

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?