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BEYOND THE BARREL
Q2 2026 HOUSE REPORT
Our latest House Report examines the investment implications of conflict in Iran, both for financial markets – where equities have remained remarkably resilient so far in 2026 – and for the longer-term energy transition.
From another angle, we also examine the dominance of AI-led investing, questioning whether it signals a lasting shift in markets or the risk of a developing bubble.
Latest insights
How an oil crisis accelerates energy transition
Energy shocks may boost fossil fuels briefly, but reinforce the shift to cleaner energy systems.
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Accountability is security
Strong governance and shareholder rights are critical to market stability in a more uncertain world.
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Procedures, not prices: healthcare’s next growth model
Georgie Flowers surveys some important innovations and developments in the healthcare sector, often accessed by Sarasin through our Ageing theme.
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How AI is reshaping the economic landscape
How has this AI revolution reshaping the economic landscape? Investors may be entering not just a new technology cycle, but a different capital environment altogether.
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The anatomy of a bubble
History is littered with financial ‘bubbles’. What lessons can we learn from past crashes, and are there any asset classes today that warrant close scrutiny for signs of excess?
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Six minute strategy: The shock that isn’t breaking markets
Iran is proving a more complex challenge than past interventions, with peace talks yet to deliver a lasting outcome and only a fragile ceasefire holding for now. Despite this, markets have remained strikingly calm, raising the question of how long this resilience can last. Guy Monson assesses the situation.
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