SVM's McLean warns MENA unrest underestimated

The risks descending from political unrest in the MENA region may exceed investors' expectations and cause further 'market setbacks', warns SVM's Colin Mclean.

The CIO says markets have failed to price in the broad political shifts taking place and with oil prices fluctuating on a daily basis investors should equip their portfolios against further market unsettlement. "Oil prices have spiked at an alarming rate, allowing little time for consumers to react or even for companies to explain the impact on profits. Investors should ensure they are comfortable with their portfolio balance, and also look at liquidity in small- and mid-cap shares, which could quickly fade." "Although ultimately deflationary, the early impact will add to inflation wo...