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A new era of energy risk is reshaping the global economy and driving the just transition
Energy security fears used to be concentrated in heavy industry, manufacturing and transport. Today, energy risk is becoming embedded in the broader economy – and this is a structural tailwind for energy transition infrastructure. By Minal Patel, Global Head of Infrastructure and Duncan Hale, Private Markets Group at Schroders Australia In the past five years, two systemic shocks have
Fragility and resilience in a time of global economic disruption
The announcement of a brittle two-week ceasefire between the US and Iran recently brought relief, but fresh uncertainty emerged after direct talks collapsed and US President Trump announced a naval blockade. Energy prices remain elevated, hitting poorer countries hardest. By Izak Odendaal, Investment Strategist, Old Mutual What does resilience mean in today’s global economy? Defining economic