The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
An early reaction to military strikes in Iran and the implications for investors.
The U.S. Supreme Court’s ruling on President Trump’s tariffs may be welcomed by markets, but investors must now decipher a host of adjacent issues.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.