Investment Roundup The key theme surrounding the global markets remains the US-Iran conflict. In this roundup we discuss how it is reshaping the rates environment globally. Click here to view…

Investment Roundup While the political ceasefire has reduced immediate kinetic risks, the physical markets indicate that supply chain frictions remain firmly in place. Click here to view the full report…

Investment Roundup The ceasefire has reduced immediate tail risk, but it has not restored the plumbing of regional energy trade. Until Hormuz traffic normalizes more convincingly, Asia is likely to…

Investment Roundup "The US–Iran situation has moved from a geopolitical headline to a direct macro driver.", writes our investment team in the latest Investment Roundup. Click here to view the…

Investment Roundup "History shows markets react to duration, not magnitude", writes our investment team in the latest Investment Roundup. Click here to view the full report >>

Investment Roundup War, in most cases, does not create a lasting structural regime change for markets. Markets tend to normalise faster than the headlines suggest. Volatility mean-reverts, and capital eventually…