The markets initially welcomed every sign of de-escalation: Government bond yields eased, equity markets rebounded and Brent crude fluctuated between $100-110. Donald Trump’s address on Wednesday evening soured the mood. He said the war would be short, just another two to three weeks, but threatened to destroy Iran's energy infrastructure if Washington's demands were not accepted.
Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.
How policy reform, expanding capital markets, and rapid adoption of technologies such as AI are reshaping growth drivers across Gulf region equities.
Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
2026 equity outlook: Middle East risks, global market impact, and undervalued pharma—what investors should watch now.
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
Explore Nuveen's Global Investment Committee perspectives on the state of the economy, investment markets in 2026 and strategies.
The crisis in the Middle East is proving the resilience of countries like Brazil, while testing others.
Dominic Silman, Dave White and Craig Oram reflect on the conflict in the Middle East, current private credit headlines and what they both mean for real estate debt.
We are pleased to share the first episode in our three-part series, exploring the evolving opportunity set across emerging market credit. Joined by Warren Hyland, we discuss the key drivers shapin...
Assessing an environment pointing towards a structurally higher neutral rate, stronger long-term earnings growth, and a renewed need for discipline in both duration management and equity valuation.
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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