Iran War and Your Portfolio: What Investors Need to Know in 2026

Published on March 21, 2026

The past three weeks have been unsettling, and not just for markets, but for anyone paying attention to what is happening in the world.

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All That Glitters: Gold’s Exceptional Performance in 2025 and Portfolio Implications

March 21, 2026
Gold was the highest-returning major asset class of 2025, advancing approximately 64% on the year. Its appreciation was supported by multiple reinforcing factors: elevated geopolitical uncertainty driving safe-haven demand, U.S. dollar weakness, sustained central bank accumulation, and strong inflows into gold-backed ETFs.

Powell to ’70s: Drop Dead

March 21, 2026
he shock to global oil supply this month has already been declared the greatest ever by the International Energy Agency, so it’s natural to draw parallels with the great shocks of the 1970s. But numerous other factors determine how serious the impact of any given hit to supply will be on the global economy.