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Are we riding the oil squeeze into stagflation?
Markets rallied sharply last week following a ceasefire announcement between the US and Iran. The scale of the market response was positive - yet surprising - given how fragile and uncertain the situation remains.
Energy prices remain well above pre‑conflict levels, with disruption through the Strait of Hormuz continuing. That has brought renewed focus on the risk of stagflation - a challenging environment where inflation stays high even as economic growth slows.
This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss:
- Why markets reacted so strongly to the ceasefire announcement
- Why higher energy prices can slow growth while pushing inflation higher
- What stagflation means for investors and clients, why it’s such an unwelcome scenario and if any assets tend to perform well during it.
Markets may be responding to better news, but the situation remains fluid. In periods like this, resilience, diversification and forward planning tend to matter more than reacting to short term price moves.
If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.
Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.
CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).
CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.
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By Canaccord WealthMarkets rallied sharply last week following a ceasefire announcement between the US and Iran. The scale of the market response was positive - yet surprising - given how fragile and uncertain the situation remains.
Energy prices remain well above pre‑conflict levels, with disruption through the Strait of Hormuz continuing. That has brought renewed focus on the risk of stagflation - a challenging environment where inflation stays high even as economic growth slows.
This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss:
- Why markets reacted so strongly to the ceasefire announcement
- Why higher energy prices can slow growth while pushing inflation higher
- What stagflation means for investors and clients, why it’s such an unwelcome scenario and if any assets tend to perform well during it.
Markets may be responding to better news, but the situation remains fluid. In periods like this, resilience, diversification and forward planning tend to matter more than reacting to short term price moves.
If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.
Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.
CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).
CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.