Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
March 2026
Market Assessment
Key developments
- Geopolitical tensions escalate
- Stock markets experience significant volatility as investors reprice existing business models for the AI age
- Economic fundamentals remain robust, but persistent energy disruption poses a key risk
Monthly Key Points: March 2026
Video, 05:48 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
Watch the video in: German, Cantonese, Mandarin, Spanish (Europe), Spanish (Latin America), French, Italian, Portuguese (Portugal), Portuguese (Brazil), JapaneseExplore our publications
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