
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
More episodes of Exchanges
- Private Markets at an Inflection Point · June 10, 2026 · 25 min
- The AI Investment Boom: When Will It Pay Off? · June 2, 2026 · 24 min
- ‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy · May 26, 2026 · 32 min
- Can the Asia Equity Rally Continue? · May 20, 2026 · 22 min
- Innovation and Inflation: Twin Forces Reshaping Portfolios · May 13, 2026 · 20 min
- Cracks in Private Credit · May 11, 2026 · 25 min
Explore listener stats, chart rankings, contacts and more on the Exchanges podcast page.