Navigating Market Turbulence: Oil, Conflict, and Portfolios

In this podcast episode, hosts Sam Hannon and Ahmer Tirmizi discuss recent geopolitical events impacting global markets. They focus on the significant rise in oil prices caused by tensions in the Middle East, noting a 9% surge, which is among the 38th largest daily moves historically. Despite the uncertainty, they emphasise the markets' resilience, often recovering swiftly from such shocks. With reflections on past conflicts like Ukraine, they underscore the importance of differentiating between supply disruptions and how the supply reaches end users.