About this episode

The episode discusses the impact of the Iran conflict on energy markets and financial investments.

Energy markets have taken centre stage in driving financial markets and the Iran conflict has been a key catalyst. From oil supply shocks to unexpected market reactions, investors are being forced to rethink how geopolitical risk feeds through into portfolios. In this episode of Investment Uncut, we speak to our energy expert Sam Hollister and investment partner, John Clements, to unpack what’s been happening in energy markets, how this is affects financial markets, and what it means for investors navigating an increasingly uncertain environment. The conversation also looks at the role of energy resilience, the evolving balance between fossil fuels and renewables, and what investors should be doing to understand and manage exposure to energy-driven shocks.

People in this episode

Guests: Sam Hollister, John Clements

Topics covered

• energy markets
• geopolitical risk
• oil supply shocks
• financial markets
• energy resilience
• fossil fuels
• renewables

Keywords

• Iran war
• energy markets
• investors
• geopolitical risk
• oil supply
• financial markets
• energy resilience
• fossil fuels
• renewables

Mentioned in this episode

Organizations: Investment Uncut, Lane Clark & Peacock

Places: Iran

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