Iran update - A conversation with US Admiral Stavridis (14 April)

CIO Live Global: Global opportunities in a shifting world

Markets have found support as fears of broader escalation in the Middle East have eased, but investors still face a complex backdrop shaped by geopolitical risks, energy-market disruption, and the rapid advance of AI. With attention shifting between headlines, earnings, and longer-term structural trends, the key question is where the most compelling opportunities may emerge across regions and asset classes.

To unpack the latest developments and portfolio implications, Mark Haefele, Chief Investment Officer Global Wealth Management, is joined by experts from across regions and asset classes.

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Tuesday, 28 April

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Jason Draho

Head of Asset Allocation CIO Americas

Portrait of Burkhard Varnholt

Burkhard Varnholt

Senior Financial Market Adviser

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Kevin Dennean

Equity Strategist, Tech & Telecom CIO Americas

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Moderation: Mark Haefele

Chief Investment Officer Global Wealth Management

CIO Live Global: Iran update - A conversation with US Admiral Stavridis

Uncertainty persists in the Middle East despite the temporary ceasefire, with important questions remaining about the military trajectory of the conflict and the prospects for a diplomatic path forward. That uncertainty is also feeding into markets, shaping energy prices, investor sentiment, and the broader investment outlook.

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