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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?
5 March 2026
Equity
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
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?