Corinth says expanding Middle East conflict raises risks for global investment markets - SPY News | RalliesCorinth says expanding Middle East conflict raises risks for global investment markets
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SPY• Corinth flags rising macro risks
- Corinth Investments AG flagged the expanding Middle East conflict as a rising macro risk for global investment markets on July 31, 2026.
- Risk focus centered on energy security, with the Strait of Hormuz carrying about one-fifth of global oil consumption.
- Shipping disruption risks in the Red Sea and Bab el-Mandeb seen lifting freight costs, transit times, insurance premiums.
- Spillovers expected through tighter financing conditions, more volatile capital flows, inflation expectations, weaker investor confidence.
- Firm kept a long-term constructive view on infrastructure, renewables, industrial projects, citing disciplined due diligence, active risk monitoring.
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