16 Apr Israel/Iran fears and rate cut uncertainty
Key Points
- After strong gains, shares are vulnerable to a pull back or more volatile/constrained returns than seen so far this year.
- The key threats at present are Iran’s attack on Israel which risks escalating the war in the Middle East, threatening oil supplies, and higher inflation delaying rate cuts.
- Ultimately, we see the trend remaining up for shares.
- The key for investors is to stick to an appropriate long term investment strategy. Trying to time markets is hard.
