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Global markets have entered a period of recalibration as the war between the U.S. and Iran ripples through one of the world’s most critical energy arteries. The disruption of oil and gas shipments through the Strait of Hormuz has tightened supply expectations and stirred fresh volatility across energy markets.
Investors, as they often do in uncertain times, have turned to history for guidance. In the aftermath of major oil supply shocks, select sectors tend to rise above the noise. Energy, consumer staples, healthcare, and utilities have consistently delivered returns exceeding 5% in the 12 months following such disruptions.
