Macroeconomic uncertainty, geopolitical tensions in the Middle East and accelerating structural transitions are reshaping sector dynamics in 2026.  

EthiFinance’s Spring Sectorial Review  provides a clear, cross-sector view of how global shocks are transmitted across industries, highlighting where risks concentrate and where resilience persists.  

The report analyses eight key sectors, distinguishing those supported by long-term contracted or regulated revenues from more cyclical and macro-sensitive industries, while assessing the impact of energy volatility, supply chain disruption and trade uncertainty.  

What you will find in this report  

• Key geopolitical and macroeconomic transmission channels  

• A clear view of sector resilience versus cyclicality  

• Forward-looking insights into credit visibility for 2026