Iran war

What if, traffic through the Strait of Hormuz doesn’t flow for six or more months? And even beyond that, supply takes longer to recover?

Markets are holding up, but risks are building. One fund manager reveals where pricing hasn’t caught up and where opportunity sits.

Every geopolitical oil shock spikes the crude price. What it does to equities is far more complicated

A fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts set to reshape markets and returns.

Hormuz 2026: history's biggest oil shock. Yet offsets, free markets and contained tail risk explain why crude hasn't surged further.

The 2026 Hormuz crisis is a story of major powers protecting their own oil supply. Australia is left to absorb the consequences.

The gold–oil ratio has collapsed. Record gold miner margins are about to face their first serious test

It’s hard to make a confident call without the timeline — here’s the most likely resolution date and our 3-phase playbook to profit from it

The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.