Insight Talks

This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global energy markets and investors.
 
The episode explores the importance of the Strait of Hormuz (04:09), why markets have remained relatively resilient despite prolonged disruption (04:46) and the risks that could emerge if existing energy market buffers are exhausted (06:45). The discussion also covers European gas storage (07:45), refining capacity constraints (08:10) and portfolio positioning in a more uncertain geopolitical environment (10:01).

We've created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

Creators and Guests

Host
James Tulloch
James joined the company as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions.
Guest
Alejandro Velez
Senior Equity Analyst

What is Insight Talks?

Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.