Don't panic, don't capitulate: investors try to see beyond Iran war
Airfind news item
By Mike Dolan
Published on March 19, 2026.
Investors are urged to see beyond the Iran war, as history suggests that temporary conflicts and related oil supply disruptions are often temporary. This is due to the fact that global stock markets have historically survived long periods of high crude prices above $100 a barrel without collapse. However, Citi Wealth's Chief Investment Officer Kate Moore and HSBC Private CIO Willem Sels advise investors to maintain a six-month horizon and spread risk across portfolios. Sels also suggests that combining AI exposure with cyclical assets, using income generators for stability, deploying hedge funds and alternatives to manage volatility, and looking to Asia to capture innovation. The Iran war remains the game changer, with a conflict measured in months rather than weeks potentially undermining investor confidence.
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