Inflation fears and geopolitical risks dominate markets.
Luke Hickmore, investment director at Aberdeen Investments, says inflation remains one of the market’s top concerns, warning that higher energy prices could delay or even reverse expected interest rate cuts. Speaking to Trader TV, Hickmore outlines the potential impact of the conflict in the Middle East, the knock-on effects for emerging markets, and the longer-term implications should the crisis persist.
He also discusses how investors can navigate volatile markets and highlights risks in private credit, stretched AI valuations, and rising defaults in software-related lending.
In this episode:
📌 Inflation concerns rumble markets
📌 What could be the long-term implications if the crisis persists
📌 Knock-on effects on emerging markets
📌 Identifying signals amongst the noise
📌 Other concerns in private credit, AI valuations, and software-related lending
[This post was first published on Trader TV]
©Markets Media Europe 2025
