All eyes are on the Middle East as tensions between the US and Iran rocket. Is this a temporary scare for markets or are geopolitical risks going to continue into the medium term?

We also ask Stephen about his outlook for oil prices, emerging markets and currencies as well as how he's factoring all this into his investment decisions. Is he going back to a risk-off mode?

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Tags:  Iran,  US,  Politics, News, Current Affairs,  Politics,  Social Issues,  Investments