Iran Changed Everything - Can International Equity Sustain The Strength Shown In 2025?

Brian Gilmartin, CFA11.19K FollowersFollow5ShareSavePlay(4min)CommentsSummaryWith Monday morning, April 6th, we’ll see the market reaction to the events over the long weekend, although it doesn’t seem like much has changed around the Strait of Hormuz.Well, when the first air strike by the US and Israeli Air Force hit Iran on February 27th-28th, 2026, crude oil spiked, interest rates across the globe started to rise, and the dollar started to strengthen.What was really hurtful for the international equity and bond asset classes - the groups were coming off their best year in 2025 since 2005-2006. International had good momentum, and then it all stopped on a dime on February 27th. Gary Yeowell/DigitalVision via Getty Images Congratulations to the US military for the successful rescue of the second airman this weekend in Iraq. That had to be a big moment and a huge morale booster for the military and the teamsThis article was written byBrian Gilmartin, CFA11.19K FollowersFollowBrian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.