The Orion Asset Allocation Committee shares its latest perspective on the ongoing conflict in the Middle East and how global markets have responded so far. In this note, the team examines recent volatility across equities, fixed income, and commodities, outlines what they are watching most closely as the situation evolves, and explains why their intermediate-term outlook across major asset classes remains intact despite near-term uncertainty. Download the note for Orion’s latest thinking on market impacts, portfolio positioning, and the key risks still ahead.
