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Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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Aktuelle Beiträge

Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
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Andrew Smith

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Why own US small caps in 2026

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The investment opportunity in technology

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Meg O'Connor

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Travis Flint

CFA, Analyst, Investment Grade Credit

Iran conflict brings oil supply risk into sharp focus

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
31 März 2026

In Credit Weekly Snapshot – Pump it up (when you don’t really need it)

Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
30 März 2026

What five weeks of conflict mean for emerging market debt

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
30 März 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Where next for commodity prices?

Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.

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