Investment Uncut: Is the Iran war nearing an end and what it means for energy markets and investors?

You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud.

Energy markets have taken centre stage in driving financial markets and the Iran conflict has been a key catalyst. From oil supply shocks to unexpected market reactions, investors are being forced to rethink how geopolitical risk feeds through into portfolios. 

In this episode of Investment Uncut, we speak to our energy expert Sam Hollister and investment partner, John Clements, to continue the conversation after their webinar 'Reaching the End of the Iran War?' to unpack what’s been happening in energy markets, how this is affects financial markets, and what it means for investors navigating an increasingly uncertain environment. 

The conversation also looks at the role of energy resilience, the evolving balance between fossil fuels and renewables, and what investors should be doing to understand and manage exposure to energy-driven shocks. 

What’s one thing you would like listeners to take away?

• Renewables are no longer just about green credentials. They’re increasingly seen as critical for energy security and affordability. Unlike traditional energy sources, they can be deployed relatively quickly, helping to meet rising power demand in a cost-effective way.