Skip to content
Artwork for UBS On-Air: House View
UBS On-Air: House View · July 8 · 9 min

House View Daily | Maintain diversification amid renewed US-Iran tensions

The path toward a lasting peace deal between the US and Iran is proving to be bumpy, with President Trump saying further negotiations with Tehran were a "waste of time." The most effective method to navigate near-term volatility remains diversification, in our view. But with a diplomatic solution still likely, we expect global equities to move higher, bond yields to decline, and broad commodities to stay supported.

0:00-9:29

transcript

No transcript — this publisher did not publish one.

show notes

The path toward a lasting peace deal between the US and Iran is proving to be bumpy, with President Trump saying further negotiations with Tehran were a "waste of time." The most effective method to navigate near-term volatility remains diversification, in our view. But with a diplomatic solution still likely, we expect global equities to move higher, bond yields to decline, and broad commodities to stay supported.