How is the Iran war affecting markets and inflation?
Investment Committee members assess how high energy prices are impacting inflation and near-term markets, examine what is causing the shake up in private credit, and review what investors should know about AI disruption today in our Q2 Market Outlook Webinar.
Stream now to get clear, timely insights to your frequently asked questions. Use the timestamps below to easily navigate topics of interest.
Q1 2026 Recap
0:55 - Equities
4:02 - Fixed Income
5:40 – Changes in Inflation Expectations Caused By the Iran War
- Read Chris Gunster's Forbes article about what the Iran conflict means for inflation expectations and Fed policy
Key Themes
7:25 – How the Iran War and Energy Prices are Impacting Markets
10:30 - What’s Causing the Shake Up In Private Credit?
16:27 - What Investors Should Know About AI Disruption Today
Fidelis Capital’s Portfolio Positioning
20:34 - Factors Impacting Equities Portfolio Positioning
23:46 - Opportunities in Fixed Income
26:46 - Final Thoughts
