Q1 has been shaped by renewed geopolitical tension in the Middle East and sharp swings in oil and gas prices, alongside a shifting backdrop for defensive sectors. In this webinar we will cover:
- A look at the impact the Middle East conflict has had on financial markets and what that could mean going forward.
- An update on global stocks, and how macro is influencing short- and long-term outlook.
- A summary of recent portfolio changes made by investment managers, together with the key themes clients and advisers are most focused on in the current environment.