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12 March 2026
Equity
Iran conflict brings oil supply risk into sharp focus
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.
10 March 2026
Fixed income
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
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.
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?