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How the US-Iran deal could affect oil prices
How the US-Iran deal could affect oil prices
The largest oil production shock ever lost roughly 14% of production in the Middle East
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Professional Investors
Energy systems in transition
Energy systems in transition
Energy systems face unprecedented disruption from geopolitical shocks and rising electricity demand
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Professional Investors
Gold Fails the Safe Haven Test Again
Gold fails the safe haven test... again
Fisher Investments Europe: Gold isn’t a good hedge for inflation or uncertainty.
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Professional Investors
A "super El Niño" threatens waves of commodity-driven inflation into 2027
A “super El Niño” threatens waves of commodity-driven inflation into 2027
A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply...
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Professional Investors
Renewable energy is catching a second wind
Renewable energy is catching a second wind
Renewable energy deployment is accelerating at a record pace as countries prioritise both decarbonisation...
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Professional Investors
What should investors consider before investing in defence ETFs?
What should investors consider before allocating to defence ETFs?
The surge in defence investing demands more scrutiny.
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Professional Investors
Revisiting the top 10 investment themes for 2026
Revisiting the top 10 investment themes for 2026
How has each theme evolved and where are the most compelling opportunities for investors in the second...
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Professional Investors
UBS Weekly Global 15th June 2026
Will Trump's Memorandum of Understanding live up to expectation?
With a framework deal likely to be signed on Friday, UBS asks if the details of the deal will live up...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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Professional Investors
Equities outlook: Balancing AI's promise and near-term macro risk
Equities outlook: Balancing AI’s promise and near-term macro risk
Janus Henderson's Lucas Klein and Marc Pinto explore how AI uncertainty and geopolitical tension may...
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Professional Investors
European asset managers: Growth opportunities exist amid pressures
European asset managers: Growth opportunities exist amid pressures
Morningstar's latest analysis of European asset managers suggests fee compression, passive investing...
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Professional Investors
Middle East conflict may dampen real estate's capital value recovery
Middle East conflict may dampen real estate's capital value recovery
UBS’s latest Global Real Estate Outlook highlights signs of stabilisation but will it continue?
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