Since the start of the Iran War, we have urged investors to stay invested. Markets are forward-looking by nature. They don’t wait for a full conflict resolution before rallying. All it takes is a viable path to peace, signs of which began emerging over the past week

The rebound that followed the Iran-US ceasefire last week reminds us that good days can happen in bad markets. The S&P is now trading at pre-war levels. For investors looking to participate in the recovery while navigating uncertainty simmering from te Middle East situation, diversification across broad equities, income-generating assets, and high-conviction bets on (e.g. on AI) can help build the balance you need.

 Markets have staged a notable rebound over the past week, reminding investors just how quickly sentiment can shift.

While uncertainty hasn’t fully disappeared, markets are already looking ahead, focusing on corporate performance and future growth drivers. For long-term investors, this moment reinforces a familiar lesson: staying invested through periods of turbulence is often more rewarding than trying to time the market. 

Finally  word of Attention will soon turn to the Magnificent Seven stocks reporting in the next week or two, including Alphabet, Apple, Meta, Microsoft, and Tesla. Discipline on return on investment and monetisation of AI will continue to be in focus.