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Guns, Butter and Barrels: What the Iran Shock Means for Inflation and Portfolios
The Iran conflict is not just a geopolitical shock, it may mark a deeper shift toward structurally higher inflation. As fiscal expansion meets supply constraints, investors may need to rethink portfolios for a “higher for longer” world.
Girish Appadu
Apr 263 min read
Oil Shock ≠ Stagflation: Understanding the Real Shift Beneath the Headlines
Oil prices are rising and stagflation fears are back in the headlines, but today’s environment is very different from the 1970s. This article explores why the real story lies in long-term shifts toward energy security, infrastructure, power demand and essential materials.
Girish Appadu
Mar 173 min read
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