The Iran conflict: what it means for markets, investors and portfolios
About this episode
The episode discusses the investment implications of the conflict in Iran and its effects on markets and portfolios.
In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran, including: What has happened, what are the implications and how should investors respond? How have markets reacted and what impact has that had on our portfolios? What are the longer-term possibilities for the conflict and what could this mean for asset allocation?
People in this episode
Host: Ian
Guests: Quintin Price, Donald McFarlan
Topics covered
- Iran conflict
- investment implications
- market reaction
- portfolio management
- asset allocation
Keywords
- Iran conflict
- investors
- markets
- portfolio management
- asset allocation
Mentioned in this episode
Places: Iran
More episodes of Talking Capital
- Energy Transition: market drivers, portfolio integration and long-term implementation
- Responsible Capital: the economics of natural capital, how to measure it and the UK's progress
- Responsible Capital: navigating Trump’s influence, China’s renewable leadership, and the progress of natural capital
- 2026 primer: 2025 recap, private market performance and new opportunities
- In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action
- Emerging Market Equities: navigating cycles, risks and opportunities
Explore listener stats, chart rankings, contacts and more on the Talking Capital podcast page.