<p>Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.</p><br><p>In this episode of <em>Talk Money To Me</em>, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.</p><br><p>We unpack:</p><p><br></p><ul><li>What changed overnight in markets and why equities rebounded</li><li>The real impact of rising oil prices on inflation and rate cuts</li><li>Why geopolitics (and not fundamentals) is driving volatility</li><li>The significance of <strong>US$7.7 trillion sitting in cash</strong></li><li>Where professional investors are positioning portfolios today</li><li>The <strong>key investable ideas</strong> we are focusing on right now</li></ul><p><br></p><p>Including:</p><br><p>✔️ Energy &amp; commodities as inflation hedges</p><p>✔️ Short-duration bonds and income opportunities</p><p>✔️ AI infrastructure and long-term growth themes</p><p>✔️ Credit vs private debt — is the illiquidity premium worth it?</p><br><p>Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.</p><br><p>📩 Get in touch</p><p>If you’d like help navigating markets like this or reviewing your portfolio strategy:</p><p><strong>📧 [email protected]</strong></p><br><p>⚠️ Disclaimer</p><p>This podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.</p><br><p>Recording 1st April 2026</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>