In this interim episode of SaSo Wealth Service - Investment Commentary, Meeku Patidar provides a calm, explanatory and reassuring briefing for existing SaSo clients on the rapidly evolving crisis in Iran. He explains what has happened following the US–Israeli strikes and the removal of Iran’s Supreme Leader, why the Strait of Hormuz is so critical to global oil and gas flows, and how markets have reacted so far – from surging energy prices and record gold levels to a global equity sell-off and sector rotation.
Meeku then walks through how the SaSo Wealth Service (SWS) Strategies are currently positioned across Defensive, Market-Neutral and Store of Value assets, including short-dated high-quality bonds, US Treasuries, sovereigns, gold, precious metals, diversified commodities and targeted energy exposure such as the Guinness Global Energy Fund. He highlights the role of SaSo’s risk-management framework – including diversification, SaSoSPIE analytics, liquidity and volatility stress-testing, and credit and sector controls – in providing resilience in this environment.
The episode closes with three scenario paths for the Iran conflict and energy markets, exploring what a short-lived shock, a more protracted disruption, or a wider regional escalation could mean for oil prices, inflation, interest rates and portfolios. Throughout, Meeku emphasises that while the world has clearly changed, SaSo’s disciplined, evidence-based investment process has not, and explains what this means for SWS clients’ long-term positioning. This episode is for information only and does not constitute personal investment advice.
Episodes (7)
Meeku and Katie break down the key market events and investment themes from the second half of 2025, focusing on precious metals, global fiscal policy, and navigating a world of ongoing uncertainty. The episode explores how the SaSo Wealth Service strategies performed amid market upheavals, highlighting top-returning assets and the impact of macroeconomic pivots.
Elections, fiscal shifts, and global events shaped markets in 2024. Ruby and Meeku break down policy impacts, investment strategies, and what to watch for in the next six months. Get the facts, figures, and front-line stories behind the headlines.
A lively breakdown of Q1 2024’s biggest market moves, shifting central bank policies, and what investors can expect as inflation and rates fall. Ruby and Meeku dig into the data, highlight risks and opportunities, and share key examples from tech stocks to global bonds.
This episode unpacks dramatic political changes in the UK, France, and the US, and explores how these shifts impact global markets and investment strategies. Ruby and Meeku break down the latest data-driven approaches and portfolio moves in a changing world.
This episode unpacks the first half of 2025’s dramatic economic and market shifts, from sweeping US tariffs and volatile bond markets to geopolitical flashpoints and gold’s record high. Ruby and Meeku dive into the numbers, key events, and strategies that shaped global investing.
Explore how major 2024 elections, shifting fiscal policies, and global risks shaped markets and economies. Ruby and Meeku break down the latest UK and US developments, inflation trends, and key investment strategies for the months ahead.