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A Better Vantage Point: Joe Davis on oil price volatility
  • 26 Mar 2026

Joe Davis explains when oil price volatility becomes an economic risk, how it affects inflation expectations, and what it signals for growth.

Asset Allocation | March 2026
  • 26 Mar 2026

This March has delivered its own brand of madness—less bracket busting, more world shaking. Volatility has swept back into equity and commodity markets as the conflict between the U.S. and Iran esc...

Bond Bulletin: Central banks shifting into different gears
  • 26 Mar 2026

The global energy shock has driven up bond yields across developed markets, but the key development is the divergence across regions. This week’s Bond Bulletin explores how bond markets are pricing...

China’s Electrifying Future
  • 26 Mar 2026

China's electrification strategy drives renewable energy adoption, grid modernization, and industrial growth in EVs, AI, and advanced manufacturing sectors.

ClockWise: ‘Spikeflation’ and the Iran War
  • 26 Mar 2026

History doesn’t repeat itself, but often it rhymes. Financial markets are once again contending with a 1970s-style Middle East energy crisis that has the power to raise inflation, worsen fiscal...

Finding signals in the noise of the Iran oil shock
  • 26 Mar 2026

The growth and inflation impacts are seen by markets as risks to be hedged, while robust corporate earnings forecast support equities.

Four signals to track as geopolitical risk rises
  • 26 Mar 2026

Geopolitical shocks rarely disrupt markets for long – unless they spill into the real economy.

Global natural resources: Structural tailwinds driving the next commodities supercycle
  • 26 Mar 2026

Natural resources stocks look set to benefit from ‘Supercycle 2.0’.

Improving outcomes with private assets in target date funds
  • 26 Mar 2026

A modest allocation to private assets—implemented within a well-designed target-date framework—can potentially improve portfolio efficiency and help retirement savers achieve better outcomes.