April 1, 2026

The world is at war - should you invest?

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Every time there’s a major global shock, the headlines say the same thing: uncertainty, panic, wait and see.

But when you look at what happens next, a very different pattern emerges.

Rob & Rob unpack what the conflict in Iran means for mortgage rates, investor confidence and the UK property market. But rather than speculating about what happens next, they look at what has happened, analysing how the market responded to Brexit, Covid, the Ukraine war, and the mini-budget.

  • (02:27) How swap rates work and why mortgage products are disappearing from the market right now
  • (04:52) The consistent pattern across Brexit, Covid, Ukraine, and the mini-budget – plus what property prices did each time
  • (12:40) Why nervous markets create better deals, and how to think about the current window of opportunity
  • (15:56) What rising mortgage rates mean in practice, and a simple example showing why they shouldn't change your decision
  • (18:08) The lifelong investing lesson to take from all of this, and why Warren Buffett would love UK property right now
  • (20:00) Hub Extra

Links mentioned:

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