Markets still assessing the 'real' risk of Iran war, says strategist

What are some of the moves that you made over the last 10 days or so. What is the the main thinking here. >> I think the main thinking from us is about reassessing what the real risk is.Obviously, there's a wide range of scenarios that can still play out around global markets as it relates to the conflict in the Middle East. But I think for now, as everyone's still debating, it's the question of duration and how long. So, the inflationary risks in the short term are very present.It's around the growth risk ...