Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.

Escalating conflict in the Middle East has heightened geopolitical tension and driven sharp swings in energy markets. With the economic impact hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.

Paul Doyle, Head of Large Cap European Equities, takes us through the key takeaways.

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.

We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.

As a new year begins, CEO Ted Truscott shares his outlook on market opportunities and potential risks for investors.