Tag: oil prices

Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.

Franklin Templeton’s Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires something markets cannot price yet: a durable resolution to the conflict.

Oil prices act as the conflict’s pressure valve, fuelling inflation, squeezing growth, and reshaping markets, while investors thrive not on prediction but on resilience through diversification, selectivity, and durability beyond the headlines.