Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
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.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom
Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.