Episode 62
The Iran conflict: what it means for markets, investors and portfolios
Talking Capital · Capital Generation Partners
March 6, 202629m 45s
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Show Notes
In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran, including:
- What has happened, what are the implications and how should investors respond?
- How have markets reacted and what impact has that had on our portfolios?
- What are the longer-term possibilities for the conflict and what could this mean for asset allocation?