2 March 2026
Paul Kalogirou, Head of Client Portfolio Management, Asia & Global Multi-Asset Solutions

Recent geopolitical tensions involving Iran have renewed focus on oil prices and their potential economic and market effects. Paul Kalogirou, Head of Client Portfolio Management, Asia & Global Multi-Asset Solutions, shares latest views on it.
Middle East developments - Implications for Asian equities and fixed income
The Asian Equities and Asian Fixed Income team assess the recent Middle East developments and implications for Asia asset classes.
Quick comments on geopolitical tensions in the Middle East
Alex Grassino, Global Chief Economist, shares his latest views on the recent increase in military activity and geopolitical tensions in the Middle East.
The case for liquid real assets in a shifting inflation regime
For over a decade, global investors operated under the assumption that inflation would remain subdued, anchored below 2% - a belief reinforced by central bank credibility and structural disinflationary forces like globalisation and technological deflation. However, the post-pandemic world has ushered in a new regime of structurally higher inflation risks, with evolving policy responses that make liquid real assets increasingly attractive.
Middle East developments - Implications for Asian equities and fixed income
The Asian Equities and Asian Fixed Income team assess the recent Middle East developments and implications for Asia asset classes.
Quick comments on geopolitical tensions in the Middle East
Alex Grassino, Global Chief Economist, shares his latest views on the recent increase in military activity and geopolitical tensions in the Middle East.
The case for liquid real assets in a shifting inflation regime
For over a decade, global investors operated under the assumption that inflation would remain subdued, anchored below 2% - a belief reinforced by central bank credibility and structural disinflationary forces like globalisation and technological deflation. However, the post-pandemic world has ushered in a new regime of structurally higher inflation risks, with evolving policy responses that make liquid real assets increasingly attractive.