Conflict and Capital Flows: How the Middle East Is Repricing Global Risk

About this episode

The episode discusses the market impact of the escalating Middle East conflict on various economic factors.

TCW’s Anisha Goodly speaks with Dave Robbins and Ruben Hovhannisyan about the market impact of the escalating Middle East conflict, from oil prices and inflation expectations to emerging market debt and portfolio positioning.

People in this episode

Host: Anisha Goodly

Guests: Dave Robbins, Ruben Hovhannisyan

Topics covered

• Middle East conflict
• oil prices
• inflation expectations
• emerging market debt
• portfolio positioning

Keywords

• Middle East
• oil prices
• inflation
• emerging markets
• portfolio management

Mentioned in this episode

Places: Middle East

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