Why Aren’t Investors More Worried?

Why Aren’t Investors More Worried?

From Exchanges by Goldman Sachs

April 14, 2026 · 20 min

About this episode

Dominic Wilson discusses the impact of the Iran conflict on global markets with host Allison Nathan.

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets. In discussion with Exchanges Host Allison Nathan, he explores the market reactions, risks, and the outlook for equities, rates, currencies, and portfolio positioning amid the ongoing geopolitical uncertainty. This episode was recorded on April 13, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any…

People in this episode

Host: Allison Nathan

Guest: Dominic Wilson

Topics covered

  • geopolitical uncertainty
  • global markets
  • investment risks
  • equities
  • currencies
  • portfolio positioning

Keywords

  • Iran conflict
  • Strait of Hormuz
  • global markets
  • investment risks
  • equities
  • currencies
  • portfolio positioning

Mentioned in this episode

Organizations: Goldman Sachs

Places: Iran, Strait of Hormuz

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