Slow food for thought

Insights and research on global events shaping the markets

Why markets are shrugging off the Iran war — and whether it can last

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26/05/2026

April AAI

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17/04/2026

The dominant story remains the Iran war and its deepening distortions across energy markets, monetary policy, and investor sentiment.

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25/03/2026

Updated March AA Insights – time to slightly reduce our equity exposure

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10/03/2026

March AA Insights

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02/03/2026

February AA Insights

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05/02/2026

December AA Insights

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08/01/2026

November AA Insights

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13/11/2025

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