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Investor Insights Podcast #70 – Jonathan Waghorn, Portfolio Manager, Guinness Global Energy Fund

Apr 1, 2026

This episode of the Investor Insights Podcast features Jonathan Waghorn, Portfolio Manager at Guinness Global Energy Fund. The discussion focuses on the impact of the current conflict in Iran on global energy markets, inflation, and interest rate expectations. Waghorn, with extensive experience in the energy sector, shares insights into recent market events and their ramifications for the global economy.

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This episode of the Investor Insights Podcast features Jonathan Waghorn, Portfolio Manager at Guinness Global Energy Fund. The discussion focuses on the impact of the current conflict in Iran on global energy markets, inflation, and interest rate expectations. Waghorn, with extensive experience in the energy sector, shares insights into recent market events and their ramifications for the global economy.

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