SaSo Wealth Service - Investment Commentary

In this interim episode of SaSo Wealth Service - Investment Commentary, Meeku Patidar provides a calm, explanatory and reassuring briefing for existing SaSo clients on the rapidly evolving crisis in Iran. He explains what has happened following the US–Israeli strikes and the removal of Iran’s Supreme Leader, why the Strait of Hormuz is so critical to global oil and gas flows, and how markets have reacted so far – from surging energy prices and record gold levels to a global equity sell-off and sector rotation. Meeku then walks through how the SaSo Wealth Service (SWS) Strategies are currently positioned across Defensive, Market-Neutral and Store of Value assets, including short-dated high-quality bonds, US Treasuries, sovereigns, gold, precious metals, diversified commodities and targeted energy exposure such as the Guinness Global Energy Fund. He highlights the role of SaSo’s risk-management framework – including diversification, SaSoSPIE analytics, liquidity and volatility stress-testing, and credit and sector controls – in providing resilience in this environment. The episode closes with three scenario paths for the Iran conflict and energy markets, exploring what a short-lived shock, a more protracted disruption, or a wider regional escalation could mean for oil prices, inflation, interest rates and portfolios. Throughout, Meeku emphasises that while the world has clearly changed, SaSo’s disciplined, evidence-based investment process has not, and explains what this means for SWS clients’ long-term positioning. This episode is for information only and does not constitute personal investment advice.

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