Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
Senior Portfolio Manager Matt Day discusses how the Iran conflict is influencing global inflation through energy markets, and why its impact differs from 2022.
Geopolitical tensions are reshaping energy priorities and market dynamics. In this video, Senior Portfolio Manager Nigel Bliss explores opportunities in defensive sectors and international equities.
The degree of impact varies significantly across regions, primarily reflecting differences in energy dependence, external balances, and policy credibility.
Iran’s demonstrated ability to close the Strait of Hormuz even under significant military pressure, highlights a fragility in global supply.
Turning to the likely longer-term implications of the conflict in Iran on energy markets: this war, together with Russia’s ongoing invasion of Ukraine, highlights the chokepoints in the energy system.
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