SB Talks
SB Talks: Hormuz Toll Road, Stagflationary Shocks & portfolio Resilience
13:42
In this episode of SB Talks, CEO Vincent O'Neill is joined by CIO Nick Ryder to unpack the escalating conflict in the Middle East and why it matters for global markets and portfolios. They explore the growing risks around energy supply, inflation, and market volatility, and why investor reactions have so far remained relatively measured.
Closer to home, the conversation turns to the Reserve…