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BM Talks: Ben Ashby speaks Q2
Episode 3
Sunday, 26 April, 2026

We are joined in our latest edition of BM Talks for a Q2 update from Ben Ashby, CIO of Henderson Rowe. We asked: How long will the energy shock last?How is the conflict in the Middle East part of the US National Security Plan?How does this compare to the Tanker Wars of the 1980s and the Oil Embargo of the 1970s?How will interest rate markets respond?Could we see a currency crisis and capital controls?What is happening to market liquidity? Have we seen the top in US stock markets?What happens to Gold?

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