Equity markets reached fresh highs last week on expectations of a U.S.–Iran de-escalation and a reopening of the Strait. That optimism was quickly tested as tensions resurfaced over the weekend.
Our CIO, Manish Singh, CFA, joined CNBC to discuss whether markets are pricing in a resolution too early, what this means for risk assets, and how investors should be thinking about positioning in a more uncertain geopolitical backdrop.