Florian Ielpo
Tracked across 1 events · 6 articles · First seen Jun 10, 2026 · Last active Jun 11, 2026
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International
World markets are currently in a state of tumult, balancing the optimism surrounding an AI boom with the significant risks posed by oil shocks stemming from the United States-Iran conflict and potential interest rate hikes.…
Impact: Florian Ielpo, head of macro and multi-asset portfolio manager at ARM Investment Managers, offers insights into market assumptions regarding the Strait of Hormuz and potential stagflation.
Jun 10, 2026 · 6 articles
NEWSDESK
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