Morgan Stanley
Globalization Is Fragmenting—But Not Retreating
Morgan Stanley’s emerging markets team examines how globalisation is evolving into a more fragmented, multipolar system as U.S. dominance recedes.
Global trade is being rewired rather than reduced, with regional blocs and bilater...
2026-03-18
2026-03-18
Van Lanschot Kempen
Equities Favored Despite Geopolitical Noise as Growth Holds Firm
The featured asset allocation outlook evaluates market positioning amid geopolitical shocks, concluding that underlying economic resilience supports a pro-risk stance.
Equity overweight is maintained but diversified globally, reflectin...
2026-03-17
WisdomTree
Equity Leadership Broadens as Markets Rotate Beyond Mega-Cap Tech
This outlook by WisdomTree’s macroeconomic research team assesses global equity prospects as markets transition from narrow AI-driven gains to broader sector leadership.
Equity earnings remain resilient globally, with dispersion...
2026-03-17
Pictet Asset Management
Iran Conflict Raises Market Volatility but May Avoid a Full Oil Shock
Pictet Asset Management analyzes how the war in Iran could influence global markets under several geopolitical scenarios.
Oil and gas prices have surged following the conflict, unsettling equity markets and increasing fears of an energ...
2026-03-17
NatWest Group
UK Growth Stalls as Geopolitical Risks Darken the Outlook
NatWest’s economic update examines weakening UK momentum amid rising global uncertainty and geopolitical tensions.
UK GDP flatlined in January as weakness in services and cautious consumer spending offset pockets of strength in b...
2026-03-17
Nuveen
Energy Volatility Revives the Case for Dividend Growth Stocks
Nuveen’s weekly CIO commentary evaluates market conditions as geopolitical shocks and rising oil prices increase macroeconomic uncertainty.
Escalating conflict in the Middle East has disrupted energy markets, pushing oil prices t...
2026-03-16
DWS
Goldilocks With Risks: Markets Supported but Fragile
DWS’s quarterly outlook assesses global markets against a backdrop of resilient growth, moderate inflation and cautious central bank policy.
The macro environment resembles a “Goldilocks” scenario: steady growth, easing inf...
2026-03-16
Edmond de Rothschild
Oil Shock Fears Rise as Hormuz Disruption Threatens Energy Markets
Edmond de Rothschild’s market flash analyzes how escalating Middle East tensions are reverberating through global energy and financial markets.
Missile strikes and supply disruptions around the Strait of Hormuz—through which roug...
2026-03-16
Blue Bay Asset Management
Europe’s Sustainability Push Meets the Reality of Global Competition
RBC BlueBay’s responsible investment report examines how evolving ESG regulations are reshaping Europe’s corporate landscape and investment opportunities.
The implementation of the EU’s Carbon Border Adjustment Mechanism in...
2026-03-16
Northern Trust
Energy Conflict Could Reshape Global Growth and Inflation
Northern Trust’s economic commentary evaluates the broader macroeconomic implications of the escalating conflict involving Iran.
Disruptions in the Strait of Hormuz have triggered a significant energy shock, pushing oil prices higher a...
