This morning on ABC Newcastle Mornings with Paul Turton, I discussed how markets respond to geopolitical shocks and why investors should keep their focus on underlying fundamentals. While conflicts can cause short-term volatility, history shows markets often recover as investors anticipate recovery spending and economic growth.

Beyond the headlines, markets are still grappling with elevated valuations, the potential disruption from artificial intelligence, and weaker economic signals such as the recent U.S. jobs report. I also noted that prolonged conflict could lift the cost of oil, fertiliser, plastics and energy, which can flow through to higher prices across the broader economy.

Tune in from to hear the segment from 27:45: ABC Newcastle Mornings.