We are joined in our latest edition of BM Talks for a Q2 update from Ben Ashby, CIO of Henderson Rowe.

We asked: 

• How long will the energy shock last?
• How is the conflict in the Middle East part of the US National Security Plan?
• How does this compare to the Tanker Wars of the 1980s and the Oil Embargo of the 1970s?
• How will interest rate markets respond?
• Could we see a currency crisis and capital controls?
• What is happening to market liquidity? 
• Have we seen the top in US stock markets?
• What happens to Gold?