Iran Ceasefire’s (Relative) Calm Offers Investors an Opportunity

Markets have been volatile. Analysts say their recovery is a chance to check in on your tolerance for financial risk.
A woman stands with an Iranian national flag in Tehran on April 8.Photographer: Atta Kenare/AFP/Getty Images
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We are in a window of opportunity for reassessing your risk tolerance.

It’s been a turbulent six weeks for markets. The Iran war first pushed the S&P 500 down some 9% from its January peak to a late March low. This week, the fragile, two-week ceasefire helped it rebound more than 6% from that point. Uncertainty about the agreement’s durability has kept markets nervy, but they are still much improved. This relative calm gives you a chance to rethink your portfolio. One analyst put it very clearly when I reached out to him this week: