The Companies and Markets Show (Investors’ Chronicle)

War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show

The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets, inflation expectations, and defence spending. Julian Hoffman then shifts to the healthcare sector, arguing that post‑pandemic disruptions have finally eased, creating a valuation gap and renewed fund flows that could spark a sector rotation back into health‑care stocks. Finally, personal‑finance editor Holly McKechnie previews upcoming ISA reforms, offering practical tips for listeners to optimise their savings in a volatile economic environment.