Moving Markets Stock markets fall again as Iran conflict continues
Mar 4, 2026
14:00
US and European stock markets fell further yesterday although some relief was provided by Trump’s promise to accompany vessels through the Strait of Hormuz. Both oil and the US dollar strengthened, but gold and silver fell, and overnight Asia’s stock markets suffered a bruising session with the Kospi falling more in one day than it has since 2001. Joining the show today are our research team heads of Equity Strategy, Mathieu Racheter, and Fixed Income, Dario Messi, to provide some context on the recent moves in global equity markets and US Treasuries, as well as some suggestions on how to position portfolios in the current situation.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:38) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
- (06:08) - Bond market update: Dario Messi, Head of Fixed Income Research
- (09:31) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
- (13:11) - Closing remarks: Helen Freer, Product & Investment Content
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