PODCAST: Outlook for Global Energy Markets – ...

Closing the week, markets weighed Iran risk against fundamentals. Robin Mills saw negotiations and sanctions pressure likelier than war, with Gulf states keen to stay neutral. Caroline Bain argued oil’s muted response reflects ample supply, resilient demand and investor rotation ...  Show more

Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen ...  Show more

As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equities. We also spend time examining the scope of US imposed tariffs on China, and the implications for Chinese growth and overall r ...  Show more

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? W ...

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ...  Show more