Clashes Between Israel and Iran: what Impact on Our Investment Strategy?
The recent clashes between Israel and Iran serve as a stark reminder of how geopolitical tensions can weigh on financial markets and the global economic outlook. While this conflict adds a new layer of uncertainty to an environment characterised by global challenges, we continue to closely monitor its potential impact on oil prices, inflation, and economic growth. In this context, our analysis examines various potential scenarios for how the situation could unfold, reaffirming our commitment to managing your portfolios with the right balance of prudence and conviction. As investors, it is essential to navigate these turbulent times with a long-term perspective, bearing in mind that opportunities can emerge even in a climate of uncertainty.

June 19, 2025