Webinar Invitation
Geopolitical conflicts have immediate and uneven effects across markets. Understanding how these shocks transmit through sectors and asset classes is increasingly important for portfolio positioning.
We invite you to join our upcoming webinar, where we will examine the investment lessons from the conflict in Iran and discuss how investors can incorporate geopolitical risk into portfolio construction decisions.
- Which sectors and regions have been most impacted by the conflict so far
- How investors have behaved
- What has acted as an effective hedge during this period of geopolitical stress
- How policy actions and resolution may shape market outcomes, and how to respond
The webinar will share insights from our upcoming paper, Longer war? Positioning for European investors, offering a regional perspective on how geopolitical developments influence investment strategy. We hope you can join us.
In the meantime, read our latest paper on why elevated risk may favour the energy sector.
Tuesday, 14 April 2026, 11:30 CET - Duration: 45 minutes + live Q&A
Speakers: Rebecca Chesworth - Senior Equities Strategist and Elliot Hentov - Chief Macro Policy Strategist
