Why you should read this

•    Shockwaves: oil and the global economy
Could the Iran conflict derail growth? Our outlook for oil prices, central bank expectations, and regional implications. 
 
•    How could the war evolve?
A look at the US and Israel's desired outcomes, and the scenarios that could shape the conflict's next phase. 
 
•    Assessing the market’s reaction to US-Israel strikes
Navigating short-term repricing without losing sight of structural shifts.  
 

Read the full Cross Asset Investment Strategy: Mapping the fallout: Iran, oil, and global markets

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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 16 March 2026. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.
 

Date of first use: 16 March 2026

Doc ID: 5303280