What’s top of investors’ minds this week?

We judge it prudent to incorporate the higher for longer energy price shock scenario we have discussed over the past few weeks into our forecasts. Negotiations between the US and Iran via intermediaries such as Pakistan appear to be happening, but the press reports meaningful disagreements between the
US and Iran, so resolution appears at least a week or more away. The Strait of Hormuz will remain essentially closed in the interim.

Read Eastspring’s CIO Views Weekly Bulletin

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.