Can the UK Build Its Way Back to Growth?
Strait of Hormuz Tensions Keep Oil on Edge
Iran hasn’t closed the Strait of Hormuz yet, but markets are already reacting. According to The Times, Iranian lawmakers have voted to shut the strategic waterway in retaliation for U.S. airstrikes, though final approval is still pending. With nearly 20% of global oil passing through the strait, traders aren’t waiting for confirmation.
Investment Implications:
- Geopolitical Risk Priced In:
Even without full closure, the risk premium on oil is back and building
- Energy Sector in Focus:
Oil producers, natural gas exporters and infrastructure plays may outperform
- Safe Haven Shift:
Gold, defensive equities and real assets are drawing inflows amid uncertainty
Can the UK Build Its Way Back to Growth?
A report by the Building Back Britain Commission, via The Times, estimates that removing key productivity barriers, from transport and mobile infrastructure to housing shortages, could boost the UK economy by £82 billion over the next five years.
Investment Implications:
- Infrastructure in Focus:
Long-term opportunities in public-private infrastructure projects
- Real Estate Ripple:
Housing policy shifts may reshape demand in supply-constrained cities
- Levelling-Up Themes Return:
Regional regeneration could attract capital to underserved growth zones
Private Markets Open Up to Wealth Clients
The Financial Times reports that RBC Wealth Management, Evelyn Partners, and Quilter Cheviot are preparing to offer private market investments, including private equity, credit and infrastructure, to high-net-worth individuals with £500,000+ portfolios.
Investment Implications:
- Diversification Opportunities:
Private markets offer new ways to balance portfolios beyond public assets
- Liquidity Considerations:
Lock-up periods and less trading flexibility demand a longer-term view
- Due Diligence Importance:
Careful selection and manager access remain key to unlocking returns
Markets Summary (as of 27/06/25)
FTSE 100 Index: 8,821.50, up 28.10 points (+0.32%)
(Via: ADVFN)
EUR/USD Exchange Rate: 1.1263, up 0.0022 (+0.20%)
(Via: WSJ)
Brent Crude Oil: $76.15 per barrel, up $0.48 (+0.63%)
(Via: Reuters)
This brief is intended for informational purposes only and does not constitute financial advice. Please consult a qualified adviser before making any investment decisions.
Looking for a second opinion on your wealth strategy?
Compare Wealth Managers connects you with top-rated, FCA-regulated advisers for free.
Click the orange “Start comparing” button to begin or read our 5* Trustpilot reviews.
