The Iran war has spotlighted metals, minerals and energy as critical market drivers; Bloomberg Wealth’s Merryn Somerset Webb says investors must shift mindset toward material-world exposures. Expect increased focus on commodity and energy assets, heightened concern about supply disruptions and higher risk premia that could prompt reallocation into resource sectors and defensive positioning.
The Iran war has spotlighted metals, minerals and energy as critical market drivers; Bloomberg Wealth’s Merryn Somerset Webb says investors must shift mindset toward material-world exposures. Expect increased focus on commodity and energy assets, heightened concern about supply disruptions and higher risk premia that could prompt reallocation into resource sectors and defensive positioning.
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