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Are equity markets underpricing the oil risk?

9.8K views· 151 likes· 13:12· May 21, 2026

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Oil volatility tied to the Strait of Hormuz may be signaling more than a temporary disruption. Andriy Yastreb, Vice President and Director, Portfolio Research at TD Asset Management, discusses why investors could be underestimating geopolitical and structural risks across commodities, and what it could mean for their portfolios. +++ Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg Connect with BNN Bloomberg: For the latest news visit: https://www.bnnbloomberg.ca For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video BNN Bloomberg on Twitter: https://twitter.com/bnnbloomberg BNN Bloomberg on LinkedIn: https://www.linkedin.com/company/bnn-bloomberg -- BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets. #BNNBloomberg #Canadiannews #Businessnews

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