Recent geopolitical developments involving Iran have heightened market sensitivity to oil prices, inflation, and interest rate expectations, according to Lale Akoner, Global Market Analyst. While the escalation has introduced new risks, the broader investment case for equities in 2026 remains intact—though the path forward has become more dependent on macroeconomic factors. Commenting on the evolving market dynamics, Akoner noted that higher energy prices could keep inflation elevated for longer than previously expected, potentially reshaping expectations around monetary policy. “The recent Iran escalation has not overturned the broader 2026 case for ...