Geopolitics, inflation, and the shifting dynamics of global bond markets
Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.
Fidelity International 19th Mar 2026
Capital Group | Black gold: the outlook for oil prices
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global e...
Capital Group 10th Mar 2026
Iran: Contained conflict or sustained oil shock? The triggers you can't ignore
Is the Iran conflict contained or set to escalate further? We map the market signals behind oil, havens and rates — and the triggers that could change sentiment fast.
Aberdeen Investments 10th Mar 2026
Baillie Gifford | Scottish Mortgage - Invest in Progress Podcast
Lawrence Burns asks Climeworks CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.
Baillie Gifford 22nd Feb 2024
The Week: Oil prices: a worry for central banks?
Oil prices are contributing to higher inflation. Could they push central banks into more rate rises?
Adviser-Hub 12th Oct 2023
The Week: Might the war in Ukraine change the direction of interest rates?
Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?
Adviser-Hub 16th Mar 2022
The Week: Soaring oil price: is a recession inevitable?
The oil price hit new highs this week, as countries took steps to cut Russian oil out of their energy supply chain.
Adviser-Hub 9th Mar 2022
The rebranding of the oil & gas majors: greenwashing or sound common sense?
Interest in renewable energy sources has intensified as countries seek to move away from fossil fuels to meet the climate change targets set out in the Paris Agreement, says Sanlam.
Various 11th Aug 2021
The Week: Will the low oil price dent the prospects for renewables?
The oil price has slumped. This brings problems for oil majors, the shale industry and various others, but could it also create difficulties for the renewables sector?
Adviser-Hub 29th Apr 2020
The Week: Oil price shock: the implications
The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...
Adviser-Hub 23rd Apr 2020
The geopolitics behind oil
September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...
Fidelity International 5th Nov 2019
Fidelity International | Three reasons why oil is troubling markets
Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...
Fidelity International 20th Jun 2018
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