Core Viewpoint - The geopolitical tensions arising from President Trump's military intervention in Iran have not yet led to a significant market downturn, despite rising oil prices and the election of a new Iranian leader disapproved by the White House [1]. Group 1: Market Reactions - Oil prices have surged above $100 a barrel following the election of Mojtaba Khamenei, who is expected to continue his father's policies [1]. - Investors are holding onto the timeline suggested by President Trump for resolving the conflict, which is estimated to be four to five weeks, although it could extend if necessary [2]. - Some investment firms view the Iran conflict as a potential "buy-the-dip" opportunity, anticipating that asset prices will rebound once the geopolitical situation stabilizes [4]. Group 2: Investment Strategies - Jacob Manoukian from J.P. Morgan Private Bank suggests that while buying during geopolitical panic can be a sound strategy, the risks associated with the Iran situation are more complex than previous instances [5]. - The uncertainty surrounding the potential outcomes of the Iran conflict poses significant risks, as global events may unfold in unpredictable ways [6]. - J.P. Morgan maintains that the conflict may resolve within weeks, but traders are cautious and not advising clients to act based on the uncertain outlook [7].