Global Equities

The Middle East – Navigating the Geopolitical Fog

Article | 10 Mar 2026

Christopher Lees

Geopolitical tensions in the Middle East have unsettled markets, but history suggests such shocks often fade faster than feared. This article examines why worst-case scenarios may be overstated and explores investment opportunities emerging from volatility as markets react emotionally to uncertain geopolitical developments.

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Article Christopher Lees Nudgem Richyal Global Equities JOHCM Global Select

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Christopher Lees

Senior Fund Manager

Christopher Lees is Senior Fund Manager of the JOHCM Global Select and JOHCM International Select strategies.

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Nudgem Richyal

Senior Fund Manager

Nudgem Richyal, Senior Fund Manager, co-manages the JOHCM Global / International Select strategies alongside Chris Lees.

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