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Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, discusses the equities rally, the impact of US-Iran de-escalation on sentiment, and whether the markets recovery is sustainable. "I think we need central banks to shift back to a bit to where we were before," Mueller-Glissmann tells Bloomberg Television. "We need the rates relief to come in."

Greg Fleming, president and CEO at Rockefeller Capital Management, says that his clients remain focused on the market opportunity in artificial intelligence, even as uncertainty around the Iran war and energy market fallout persists. He speaks on Bloomberg Television.

UBS Chief Strategist Bhanu Baweja discusses the impact of the ongoing conflict in the Middle East and geopolitical uncertainty on markets. Speaking on Bloomberg Television, Baweja says "fixed income is where there's some value emerging" but it is "time to play defense" in equity markets. "This is not a time to be in deep cyclicals because even if you get some resolution, temporary resolution in the conflict, it's not clear where oil prices are going to settle," he adds.

Cameron Dawson, CIO at NewEdge Wealth, says, "there's still a fair amount of optimism," in markets on a quick end to the Iran war.

Franklin Templeton's Rich Nuzum says the markets are "underestimating the impact" of the inflationary effects of the Middle East conflict.

Cameron Dawson, CIO at Newedge Wealth, expects to see long-term buying opportunities as investors "navigate through what we think could be continued volatility in the coming weeks."

Sebastian Raedler, head of European equity strategy at Bank of America, says risk premia at a 20-year low are "not appropriate" given geopolitical tensions, a weak US labor market and pressures in the credit space. Should risk premia go up further, banks, semiconductors and miners will come "under more pressure on the benchmark." He speaks on Bloomberg Television.

NYSE Group Inc. President Lynn Martin says geopolitical risks and global conflicts like the current one in Iran are unlikely to stop companies from going public. She spoke to Bloomberg Television on Tuesday at the Bloomberg Invest conference in New York. "And if you're a good company, you can always go public."

Robert Kindler, Paul Weiss global chair of M&A, explains why he thinks it's too hard to do deals right now. He speaks to Dani Burger on Bloomberg Deals.