Jun 2, 2026 · 11 min · 8 segments
In this 153rd episode of the On Investors' Minds podcast, Tai Hui dives into possible outcomes of the current ongoing Middle East conflict between the U.S. and Iran. Although there are plenty of…
Tai HuiHost
Artificial intelligence may still be capturing most of investors' attention, but we think that the situation in the Middle East still deserves some of our time.
Not because the headlines are new, but because the range of outcome is still wide and the market impact runs through energy, inflation and central bank policies.
The best case scenario of the Strait of Hormuz being reopening soon, which I think is still the most likely scenario.
And finally, the worst case scenario where a deterioration in conflict lead to sustained damage in energy production and transportation infrastructure.
I'm Tai Hui, the Chief Market Strategist for Asia Pacific at JPMorgan Asset Management.
And thank you for giving us a few minutes of your time to understand what investors are thinking right now and how to build the right portfolio.
So in this episode, we're not really forecasting where things are going to be, but rather a scenario planning exercise, hopefully to guide you through the thinking process on how to react to the different outcomes.
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Artificial intelligence may still be capturing most of investors' attention, but we think that the situation in the Middle East still deserves some of our time.
Not because the headlines are new, but because the range of outcome is still wide and the market impact runs through energy, inflation and central bank policies.
The best case scenario of the Strait of Hormuz being reopening soon, which I think is still the most likely scenario.
And finally, the worst case scenario where a deterioration in conflict lead to sustained damage in energy production and transportation infrastructure.
I'm Tai Hui, the Chief Market Strategist for Asia Pacific at JPMorgan Asset Management.
And thank you for giving us a few minutes of your time to understand what investors are thinking right now and how to build the right portfolio.
So in this episode, we're not really forecasting where things are going to be, but rather a scenario planning exercise, hopefully to guide you through the thinking process on how to react to the different outcomes.
