Iran-US Conflict: Impact and Resilience for Global Real Assets
CO-CHAIR
Kiran RaichuraChief Commercial Real Estate Economist
Capital Economics
CO-CHAIR
David StubbsChief Investment Strategist
AlphaCore Consultancy
Kiran Raichura
Chief Commercial Real Estate EconomistCapital Economics
United Kingdom
David Stubbs
Chief Investment StrategistAlphaCore Consultancy
USA
Dr. David Stubbs is the Senior Investment Strategist for Blackstone. Former Global Head of Thematic Strategy for J.P. Morgan’s Private Bank. Based in the New York office, he was responsible for delivering research-driven insights on the global economy and thematic investing to ultra-high net worth clients. He is a frequent guest on CNBC, Bloomberg, CNN and other major market outlets. David was most recently the Global Head of Market Strategy at the JP Morgan Private Bank and was formerlv member of Asset Management’s Market Insights team, where he was responsible for formulating and communicating the business’s market views to institutional investors and financial advisors across the region and around the world.
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9th April
14:00 - 15:00 | BST (GMT+1)
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Credit: freepik / scaliger99
Beatriz Zarattini
Global Head of ProductionGRI Institute
Brazil
Discussion Leaders
The Iran-US Conflict
Impact and Resilience for Global Real Assets
- Markets Outlook: How are investors assessing the outlook across key regions and asset classes, including the US, Europe, GCC, and APAC?
- Capital Flows: Where is capital seeking safety and growth, and which parts of the world are quietly being repriced or left behind?
- Real Assets Allocation: Are real estate and infrastructure still perceived as defensive plays, or are they now at the center of geopolitical exposure?
- Reconstruction Economics: Could reconstruction become the next major real assets opportunity, or is it a high-risk theme for investors who underestimate complexity?
- Future Allocations: Has global instability reshaped the risk profile that will define allocation decisions going forward?
David Stubbs
Chief Investment StrategistAlphaCore Consultancy
USA
Dr. David Stubbs is the Senior Investment Strategist for Blackstone. Former Global Head of Thematic Strategy for J.P. Morgan’s Private Bank. Based in the New York office, he was responsible for delivering research-driven insights on the global economy and thematic investing to ultra-high net worth clients. He is a frequent guest on CNBC, Bloomberg, CNN and other major market outlets. David was most recently the Global Head of Market Strategy at the JP Morgan Private Bank and was formerlv member of Asset Management’s Market Insights team, where he was responsible for formulating and communicating the business’s market views to institutional investors and financial advisors across the region and around the world.
Kiran Raichura
Chief Commercial Real Estate EconomistCapital Economics
United Kingdom
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