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The main points of the allocation meeting on July 15, 2026

The re-escalation of tensions between Iran and the United States has pushed oil prices…

The main points of the allocation meeting on July 1, 2026

We slightly reduced our overweight in emerging market equities in portfolios where the…

The main points of the allocation meeting

• The U.S. Federal Reserve left its policy rate unchanged at 3.50–3.75% at last week’s meeting, but its…

The main points of the allocation meeting

• Iran and the United States have signed a preliminary peace agreement. The agreement includes the reopening…

The main points of the allocation meeting

• The European Central Bank (ECB) is expected to raise its deposit rate by 25 basis points to 2.25% at…

The main points of the allocation meeting

• Tensions between Iran and the United States escalated on Monday, but the ceasefire between the countries…

The main points of the allocation meeting

• The United States has extended the Iran war ceasefire, but negotiations remain stalled. Deep mutual…

The main points of the allocation meeting

• The US and Iranian negotiation positions appear to have converged. The key issues of contention include…

The main points of the allocation meeting

• The United States and Iran have agreed to a two-week ceasefire. The US will halt strikes on Iran and Iran…

The main points of the allocation meeting

• Signs of a potential turning point in the Iran war. We believe the probability of the conflict coming to an…

The main points of the allocation meeting

• U.S. President Donald Trump stepped back from his threat to bomb Iran’s energy infrastructure. He referred…

The main points of the allocation meeting

• Tanker traffic through the Strait of Hormuz remains halted. Brent crude is trading at around $100 per…