Rising oil prices have returned to focus as the rapid re-escalation in the Middle East sent front-month Brent crude to USD108/bbl at the time of writing. In contrast to the initial outbreak earlier this year, when hopes were high for a fast resolution to the war, all signs now point to no immediate resolution and a substantial chance that the conflict drags on into 2027. We see an increasing risk
that the market transitions from a temporary oil shock narrative to one of persistent energy constraints.

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.