Iranian Revelation: Strategic Tops Tactical

Global X ETFs3.65K FollowersFollow5ShareSavePlay(8min)SummaryThe military operation in Iran has a much broader geopolitical rationale with regards to U.S. defense posture and strategy.Structural disruption to energy supply, translating to higher long-term prices, seems unlikely, potentially limiting the impact on the U.S. economy and Fed policy.Think beyond the short-term tactical investing environment to focus on themes with strategic implications like defense technology, cybersecurity, U.S. energy production and infrastructure, and materials and mining. Dirk von Mallinckrodt/iStock via Getty Images The U.S. and Israel military operation targeting Iran is the second such operation in two years and already involves 11 countries, with the possibility of drawing in more.1 The campaign is intendedThis article was written byGlobal X ETFs3.65K FollowersFollowFounded in 2008, Global X is a sponsor of exchange-traded funds (ETFs). We are distinguished by our Thematic Growth, Income, and International ETFs. Explore our insights on the trends and themes shaping global markets – from technology to commodities to emerging economies – at globalxfunds.com/research. Global X ETFs is a member of the Mirae Asset Global Investments Group. Important disclosures: globalxfunds.com/privacy