What’s top of investors’ minds this week?

We are now in the ninth week of de facto closure of the Strait of Hormuz. As we go to print the press reports that Iran has sent the US proposed terms for extension of the ceasefire in their war. Hope is not a robust investment strategy so we remain focused on discerning which assets can prosper despite higher
energy prices and where damage is being done. Over the past week greater evidence that demand destruction and earnings damage has begun to spread from Asia to Europe and US has emerged.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.