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In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global markets, inflation and economic growth.
He discusses the knock-on effects across commodities and supply chains, from energy markets to materials critical for semiconductor production, and explains why rising diesel prices reinforce Omnis' defensive positioning towards cyclical equities.
Patrick also shares where he's finding opportunities in fixed income, why active fund management remains central to Omnis' investment approach, and how policymakers could struggle to balance higher inflation with weaker growth.
Just to note, this is Asset Allocator's last podcast for the summer. We'll return at the beginning of September - see you soon!
Timestamps
00:00 - Intro and macro overview
04:21 - Inflation & Fixed Income Dynamics
07:27 - Market Adjustments & Global Outlook
13:23 - Investment Strategies & Risk
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
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