In this episode, Laura Künlen, Investment Communications, is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to unpack the latest market developments amid rising geopolitical tensions in the Middle East and a sharp surge in oil prices. They also explore what higher energy costs could mean for inflation, growth and global markets, and how portfolios are being repositioned in response to increased uncertainty.

This episode was recorded on 19 March 2026. 

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