Fidelity Answers: The Investment Podcast

Fidelity Answers: How should I react to turmoil in the Middle East?

March 19, 2026·36 min
Episode Description from the Publisher

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of short-term volatility to look through? Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a range of  Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura, CIO for Fixed Income Marion Le Morhedec, Global Head of Macro Salman Ahmed, and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets.  Watch the podcast on YouTube Watch the Fidelity webinarSee omnystudio.com/listener for privacy information.

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