Middle East: Markets brace for extended disruption

The fragility of the global geopolitical framework was a concern going into the year, and the conflict in the Middle East is testing it. The key question facing investors is whether it is contained or becomes more prolonged with broader market effects. In this timely article, William Davies, Global Chief Investment Officer at Columbia Threadneedle Investments, discusses: • Current oil price volatility and its economic impact • The conflict’s impact on the global energy system and its economic effects • How financial markets have responded • The need for discipline, diversification...