Schroders Warns Markets Underprice Mid- to Long-Term Energy Shifts as Middle East Crisis Deepens
Updated
Updated · AMWatch · Jun 1
Schroders Warns Markets Underprice Mid- to Long-Term Energy Shifts as Middle East Crisis Deepens
1 articles · Updated · AMWatch · Jun 1
Alex Monk of Schroders said investors are missing a key consequence of the Middle East conflict: structural changes in the global energy system are likely to outlast the immediate crisis.
Those shifts were already underway before the latest fighting, he said, but have been intensified in recent months as geopolitical stress reshapes assumptions about energy supply and investment.
The warning points investors beyond short-term price moves toward a longer reordering of energy markets, with implications for how global resource equities are valued.