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7 Minutes on Markets

Whether you’re an adviser or simply someone who wants to stay ahead of the week’s financial storylines, the 7IM podcasts deliver the essential context you need — straight to the point, grounded in data, and always forward‑looking.

Latest episode

Monday 09 March 2026

Navigating Market Turbulence: The Iran Conflict's Ripple Effects

In this episode of 'Seven Minutes on Markets', hosts Ben Kumar and Sam Hannon discuss the ongoing Iran conflict's effects on global markets. The Straits of Hormuz closure has contributed to rising oil prices, creating uncertainty in the markets. While historical conflicts have shown markets' resilience over time, the current situation brings second-order effects. Rising oil prices influence sectors from airlines to microchip manufacturing, highlighting the importance of change over absolute price levels. With central banks pondering interest rate adjustments, the economic resilience of the US could play a crucial role in stabilizing global markets.

The views and opinions expressed herein are those of the participants and do not constitute an investment recommendation. Past performance is not a guide to future returns.

Meet your hosts

Ahmer Tirmizi

Ahmer Tirmizi Head of Fixed Income Strategy Find out more

Ben Kumar

Ben Kumar Head of Strategy - Wealth, Investment and Public Policy Find out more

Sam Hannon

Sam Hannon Investment Manager Find out more

Shanti Kelemen

Shanti Kelemen Co-Chief Investment Officer Find out more

Previous episodes

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Navigating Market Turbulence: Oil, Conflict, and Portfolios

A quick take on how Middle East tensions and surging oil prices are impacting global markets, with insights on market resilience and lessons from past supply disruptions.

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23 February 2026

Adapting to change: the US market's new normal

US growth slows as AI investment fades, while UK momentum improves with falling inflation and possible rate cuts.

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16 February 2026

Political stability vs economic growth: lessons from Japan

This episode examines Japan’s new political stability compared with the UK's instability and highlights Google’s 100‑year bond as a sign of long‑term corporate confidence.

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09 February 2026

Amazon's $200 billion AI gamble: market reactions

Ben Kumar and Sam Hannon discuss the Bank of England holding rates at 3.75% and Japan’s market boost driven by renewed political stability.

View all episodes

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