Private Markets Implications

Published on March 11, 2026

On February 27, 2026 the United States and Israel launched a coordinated strike on Iran’s leadership, killing Ayatollah Ali Khamenei and many of the leadership team. Since the initial attack, a torrent of strikes has continued, designed to take out Iran’s ballistic missiles and leadership apparatus.

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Stuck Between Iran and a SaaS Space

March 11, 2026
The Treasury market is stuck between artificial intelligence (AI)-driven job displacement and the ongoing conflict in Iran. Earlier in the year, Treasury yields fell sharply as investors weighed the possibility that accelerated AI adoption could slow economic growth by displacing labor.

Iran War: Potential Impact on Global Equities

March 11, 2026
If tensions de-escalate soon, there could be relatively little impact on international markets. However, risks will rise if global energy supplies face a prolonged disruption.