Emerging market equities: Initial views on the U.S. and Israeli strikes on Iran

• Article

Mar 12, 2026

Dara J. White, CFA, Global Head of Emerging Markets Equity

Krishan Selva, CFA, Client Portfolio Manager

Cory Unal, CFA, Portfolio Manager

The Middle East conflict has shaken geopolitical nerves. We assess how EM markets have reacted and what the key risks are.

Iran conflict brings oil supply risk into sharp focus

• Article

Mar 11, 2026

Meg O'Connor, Senior Analyst, Equity Research

Travis Flint, CFA, Analyst, Investment Grade Credit

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.

Middle East conflict: Implications for global markets

• Article

Mar 03, 2026

Jason Vaillancourt, CFA, Chief Portfolio Strategist

Recent U.S. and Israeli strikes in Iran and the unfolding conflict in the Middle East have ushered in a new era of geopolitical risk. Here’s what investors need to know.