The Evelyn Partners Investment Podcast: The impact on financial markets from the Israel-Hamas conflict

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Published: 02 Nov 2023 Updated: 02 Nov 2023
Savings and investments IFAs

In November’s episode of the Evelyn Partners Investment Podcast, Cherry Reynard and Daniel Casali look at the financial market implications of the conflict and the humanitarian crisis unfolding in the Middle East. The tragic loss of innocent, civilian lives in the region is shocking and our thoughts are first and foremost with all those affected. While the impact on the financial markets has been limited, it may have longer term implications for the oil price and the green energy transition.

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Episode overview

The conflict and humanitarian crisis unfolding in Israel and Gaza is a reminder of the world’s fragility and our thoughts remain with those affected. It has not yet had a significant impact on global financial markets. For the time being, the crisis has been limited to a relatively small region and there has been no disruption to global energy supply.

However, should the conflict spread throughout the Middle East, the impact on the energy sector and broader financial markets could be material. There are three key flashpoints, including the potential for the involvement of Hezbollah, and – by extension – Iran. This could trigger a response from the US and would prove destabilising for financial markets.

These risks need to be set against an improving global macroeconomic situation. Inflation continues to slow, easing the likelihood that central banks will have to raise interest rates further. Global growth forecasts are holding up. The picture is relatively robust.

The value of an investment may go down as well as up and you may get back less than you originally invested.

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