Quilter survey sees Middle East market disruption fading within six months

  • Quilter survey on June 12 found 81% of fund managers expect Middle East disruption to stop driving markets within six months; 56% within three.
  • Oil seen as a limited near-term equity risk; 63% said crude would need to reach USD 130-150 a barrel to trigger a material repricing lower.
  • Rate-risk focus shifted to Europe; 63% expect an ECB hike at the next meeting, versus 25% for the BoE, 19% for the Fed.
  • Inflation flagged as the most underappreciated risk at 44%; concerns also cited around an AI bubble and recession risk.
  • Private credit fears eased; 69% view risks as contained, 6% see a systemic threat, 4% say investors are underpricing the risk.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Quilter plc published the original content used to generate this news brief on June 12, 2026, and is solely responsible for the information contained therein.

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