Decoding sectors under global pressure

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