Market outlook podcast: uncertainty continues
From AXA IM Select Updates by AXA Investment Managers Select
April 16, 2026 · 11 min
About this episode
The episode discusses the ongoing uncertainty in the Middle East and its impact on global oil supply, while providing insights on how investors can navigate this volatile environment.
Any future resolution to the Middle East conflict is still highly unclear. At the time of recording, the Strait of Hormuz, critical channel for a fifth of global oil supply, is under US blockade. We look at how investors can navigate this environment of uncertainty, and at the assets we believe can protect portfolios during this bout of volatility. Presented by Seamus Lyons, CIO of BNP Paribas Asset Management Ireland. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or…
People in this episode
Guest: Seamus Lyons
Topics covered
- Middle East conflict
- oil supply
- investment strategies
- portfolio protection
- market volatility
Keywords
- uncertainty
- investors
- assets
- volatility
Mentioned in this episode
Places: Middle East, the Strait of Hormuz, US, UK, England and Wales, London
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- David & Methusalem: Unsicherheit hält an · April 20, 2026 · 19 min
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