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Energy Routes Under Strain: Navigating Markets in a Time of Conflict
Escalating conflict between the United States, Israel and Iran is putting global energy routes under pressure. As traffic through the Strait of Hormuz slows, oil markets, LNG flows and global equities are reacting to rising geopolitical risk. This analysis explores what investors should watch and how markets typically navigate geopolitical shocks.
Girish Appadu
Mar 53 min read
January Market Commentary: Reassessing Risk in a Shifting Landscape
January delivered a constructive start to 2026, with improving macroeconomic signals supporting global equities and reinforcing investor confidence despite elevated geopolitical tensions. Market leadership broadened meaningfully across regions and sectors, while fixed income adjusted to stronger growth data and shifting policy expectations. The month highlighted the continued importance of diversification, selective risk exposure and high quality assets in an increasingly com
Girish Appadu
Feb 93 min read
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