Oil, inflation, IA: how to invest despite the tensions?

In this analysis by Jérôme van der Bruggen, discover how central bankers and governments are attempting, amongst other things, to dampen the short- and long-term interest rates fuelled by high oil prices, and why this increases the risk of policy errors.

Find out how the rise of AI is transforming demand for natural resources, influencing central banks and making bonds more attractive, whilst opening new investment opportunities.

 

September 30, 2026

 

The latest edition of our publication “House View” has been released. Full content is available HERE

September 30, 2026

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