Geopolitics back in the spotlight

Markets have spent much of 2026 shrugging off geopolitical flare-ups and refocusing on fundamentals: inflation, labour markets, growth and interest rates. But with tensions between the US and Iran escalating again, energy prices jumping higher, and bond yields marching higher, investors are beginning to pay closer attention to geopolitical risks. In this week's podcast, George Vessey is joined by Steven Dooley to discuss whether recent developments in the Middle East are changing the market narrative, or simply adding another layer of complexity to an environment still dominated by monetary policy.Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.