Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

Iran war-related headlines continue to cause volatility in the markets and oil prices to rise, but our experts remind readers that uncertain times might also present opportunities.

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

Iran-related geopolitical risk has boosted stock volatility, especially in sectors like Energy. Uncertainty remains high and there are a range of scenarios for how this conflict could be resolved and how it might affect economic conditions and markets.

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

If tensions de-escalate soon, there could be relatively little impact on international markets. However, risks will rise if global energy supplies face a prolonged disruption.