The world economy had been holding up well but is now facing serious pressure.
US military action at the end of the month has rapidly changed the outlook. We are only days into the conflict, with no clear sense of how long it will last or how far it may spread. However, oil and gas prices have already risen sharply, bringing renewed concerns for inflation, interest rates, and economic momentum.
The longer it persists and the longer energy prices remain elevated, the greater the potential fallout. Short‑term volatility can feel uncomfortable but disciplined investing is built for periods like this. Over time we can assess the wider implications of these shifts, although markets can move quickly.
In this month's Market Watch, Premier Miton CIO Neil Birrell reflects on market and geopolitical events during the month.
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