Iran conflict likely short-lived, markets seem positioned for resolution: Portfolio manager

CIO Nathan Thooft says the Iran conflict is unlikely to be prolonged and underlying economic fundamentals remain supportive, reducing near-term geopolitical risk. He warns markets are underpricing the probability of Federal Reserve rate cuts, implying potential upside for risk assets and fixed income if easing materializes.

Analysis

CIO Nathan Thooft says the Iran conflict is unlikely to be prolonged and underlying economic fundamentals remain supportive, reducing near-term geopolitical risk. He warns markets are underpricing the probability of Federal Reserve rate cuts, implying potential upside for risk assets and fixed income if easing materializes.