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Why Money Managers Are 'Looking Through' Iran Conflict

K2 Asset Management's George Boubouras, Managing Director and Head of Research, Investments and Advisory, says that while the Iran conflict and naval blockade are driving sharp volatility, long term investors should look through the headlines rather than trade on every twist. He expects continued price and volume shocks to lift inflation and raise recession risks. but sees resilient underlying earnings in developed markets like the US.

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Bloomberg

Ratney on Potential Impact of US Blockade of Hormuz

Michael Ratney, Former US Ambassador to Saudi Arabia and US Special Envoy for Syria, says the Trump Administration's plan to move US Navy forces to block the Strait of Hormuz 'injects enormous element of risk and uncertainty' that could lead to more spikes in energy prices and potential retaliation from Iran. He speaks with Shery Ahn and Haidi Stroud Watts on "Bloomberg: The Asia Trade".

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