Oil prices have been whipsawed by developments in the Middle East, with markets swinging sharply on every headline. But are investors reacting too quickly?

Sean Aylmer speaks with Brian Arcese, Portfolio Manager at Foord Asset Management, about why oil prices may remain higher for longer, why markets are underestimating the time it takes for supply to recover, and what that means for inflation, interest rates and investment portfolios.

Brian also explains why he believes energy stocks remain an important hedge against geopolitical risk.

This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.