Iran Conflict And Potential Equity Market Impact

2026-03-02 11:05:00 ET

Unrest in the Middle East seems to be an unfortunate occurrence from time to time. On Saturday morning, many awakened to the news that the U.S. had reached an impasse with Iran in recent nuclear weapons negotiations and both the U.S. and Israel initiated strikes on Iran. For investors, a question arises about the impact this event will have on equity markets and the economy. We have written about this topic from time to time , and a recent article by the CFA Institute at their blog, Enterprising Investor, notes wars do not necessarily lead to poor equity returns. The below table is included in the CFA Institute blog article, What Happens to the Market if America Goes to War? :

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