Market Outlook: Middle East conflict reshaping energy investing
BNN Bloomberg
Rebecca Teltscher says Middle East tensions signal a geopolitical shift reshaping energy investing, commodity markets and global liquidity risks.
BNN Bloomberg spoke with Rebecca Teltscher, portfolio manager at New Haven Asset Management, who says shifting energy flows, rising commodity prices and potential liquidity stress could create new risks — and opportunities — for investors.
Read the full transcript below:
ROGER: Amid surging oil volatility and geopolitical tension, my next guest says the conflict in the Middle East signals deeper geopolitical shifts that may reshape energy investing. Let’s hear more from Rebecca Teltscher, portfolio manager at New Haven Asset Management. Rebecca, thanks, as always, for joining us.
REBECCA: Thanks for having me.
ROGER: All right, elaborate on the shift that you think we’re going to be seeing.
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