# House View Daily | Maintain diversification amid renewed US-Iran tensions

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-maintain-diversification-amid-renewed-us-iran-tensions
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-maintain-diversification-amid-renewed-us-iran-tensions.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-07-08T13:37:12+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/house-view-daily-8july-2026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/house-view-daily-8july-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-maintain-diversification-amid-renewed-us-iran-tensions
Duration seconds: 569

## Resource

The path toward a lasting peace deal between the US and Iran is proving to be bumpy, with President Trump saying further negotiations with Tehran were a "waste of time." The most effective method to navigate near-term volatility remains diversification, in our view. But with a diplomatic solution still likely, we expect global equities to move higher, bond yields to decline, and broad commodities to stay supported.

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## Transcript

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