The Iran–US Conflict: Should Investors Be Worried?

About the Webinar

This session explores whether the current Iran–US tensions represent a short-term geopolitical shock or a deeper structural economic risk.

We will examine how markets have historically reacted during major crises - such as the Gulf War, the September 11 attacks, and the Russia-Ukraine War - and assess whether volatility typically creates temporary dislocations or longer-lasting economic damage.

A key focus will be on energy markets, particularly the strategic importance of the Strait of Hormuz, a vital artery for global oil shipments. We will discuss how disruptions could impact oil prices, inflation expectations, central bank policy paths, and broader asset classes.

Finally, we will outline portfolio positioning strategies to help investors navigate uncertainty and elevated volatility - balancing risk management with the discipline required to stay invested during turbulent periods.

This session is designed to provide clarity, context, and actionable insights for investors seeking to make informed decisions amid geopolitical uncertainty.