What’s top of investors’ minds this week?

News over the weekend of the renewed closure of the Strait of Hormuz appears to be negative, but Asian equity markets are rallying as we go to print. Markets appear to believe that the easiest solution to the expiration of the Iran-US ceasefire on April 22 is for both sides to find reasons to extend the ceasefire. This is leading to a focus on the potential for a post-War recovery in global energy supply rather than worst case scenarios.

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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.