March Special Edition 2026

This special edition report examines the structural forces driving global macro disruption in 2026 — from sovereign debt stress and AI-driven labour market deterioration, to the Iran conflict and a coordinated effort by Russia, China, and Iran to build an alternative to the petrodollar system. Three scenarios are mapped with clear implications for private equity and venture capital portfolio positioning. The report also includes a dedicated crypto market snapshot covering Bitcoin, Ethereum, and the key regulatory and technical catalysts shaping Q2 2026. Essential reading for investors navigating one of the most complex macro environments in a generation.