Conflict in Iran: What Rising Oil Prices Could Mean for Investors
Mar 25, 2026
Oil prices have increased in recent weeks as tensions in Iran continue to evolve, bringing renewed focus to inflation and broader market conditions. While the immediate effects are visible in energy markets, the longer-term implications for the economy are less certain and will depend on how the situation develops.
In this discussion, Justin Jacobs, Executive Vice President, and Patrick Krulik, Head of Investments, examine how rising energy costs may influence the US consumer and overall market stability. They also provide context on how similar periods have unfolded historically, and what this environment means for investors.