Perspectives
October 20, 2026

Three Paths for Iran, High Stakes for Markets

Eight months into the Iran conflict, rising energy costs are fueling inflation concerns. ‘Macro Mike’ LoGalbo explores three potential outcomes and what they mean for portfolio positioning.

By Global Market Strategy team

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Last Week

The Next Era in Global Liquidity: An Architecture

October 6, 2026

Julia Hermann shares key themes from the newly released 2026 Megatrends report, exploring how the changing architecture of global liquidity could shape markets and investor portfolios.

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