US-Iran Peace Deal To Redraw Market Winners And Losers

(MENAFN- Investor Ideas) (Investorideas Newswire) a go-to platform for big investing ideas, including AI and tech stocks, issues market commentary from deVere Group.

There will be clear winners and losers across global stock markets should the US and Iran reach a peace deal this weekend, affirms the CEO of one of the world's largest independent financial advisory organisations.

The comments from deVere Group's Nigel Green comes as a 10-day ceasefire between Israel and Lebanon takes hold, oil prices retreat from recent highs, and global equities push toward the end of the week on a firmer footing, buoyed by expectations that diplomacy between Washington and Tehran could accelerate.

Global equities have shown resilience throughout the conflict. The S&P 500 has continued to print record closes, supported by strong earnings and confidence that disruption will be contained.

The FTSE 100 is sitting within striking distance of its own peak, while Asian markets are on track for a second consecutive week of gains despite a softer tone at the end of the week.

At the same time, oil has pulled back below $100 a barrel following the ceasefire between Israel and Lebanon, with Brent trading around the high-$90s after briefly pushing above $100 earlier in the week.

Even after the recent dip, prices remain sharply higher than the roughly $60 levels seen at the start of the year, reflecting months of supply disruption linked to instability in the Gulf and constraints around the Strait of Hormuz.

Nigel Green says the next phase hinges on whether diplomatic momentum translates into a formal agreement.

Attention, he argues, should shift toward sectors that benefit from lower input costs and improving economic visibility.

Financials could also see renewed momentum.

Tech and growth stocks, already a dominant force in US markets, could extend their lead.

Yet he warns that markets may be underestimating the speed and scale of any adjustment.

Geography will also matter.

Meanwhile, regions and economies that have relied heavily on elevated commodity prices may face headwinds.

The broader takeaway, Nigel Green concludes, is that investors are entering a pivotal moment.

Research AI and tech stocks at Investorideas

/TSS/stock_list

Sign up for free trading and stock news alerts at Investorideas

/Resources/Newsletter

Check out theExploring Mining podcast at Investorideas with host Cali Van Zant for the latest mining stock news and insightful interviews with top industry experts

Latest episode:

About Investorideas - Big Investing Ideas

Investorideas is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Our original branded content includes podcasts such as Exploring Mining, Cleantech, Crypto Corner, Cannabis News, and the AI Eye. We also create free investor stock directories for sectors including mining, crypto, renewable energy, gaming, biotech, tech, sports and more. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors. Paid content is always disclosed.

Learn more about our news, PR and social media, podcast and content services at Investorideas

/Investors/Services

Follow us on X @investorideas @stocknewsbites
Follow us on Facebook
Follow us on YouTube

Contact Investorideas
800 665 0411

MENAFN17042026000142011025ID1110997242