{"id":58630,"date":"2026-04-08T23:07:09","date_gmt":"2026-04-08T23:07:09","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/58630\/"},"modified":"2026-04-08T23:07:09","modified_gmt":"2026-04-08T23:07:09","slug":"iran-war-ceasefire-offers-investors-opportunity-to-rotate-back-into-risk-on-assets-investors-say","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/58630\/","title":{"rendered":"Iran war ceasefire offers investors opportunity to rotate back into risk-on assets, investors say"},"content":{"rendered":"<p>Stocks staged a relief rally following the temporary ceasefire deal between Iran and the U.S., but it&#8217;s still prime time for investors to scoop up shares, investors told CNBC&#8217;s &#8221; Halftime Report &#8221; on Wednesday. &#8220;[President Donald] Trump was clearly looking for an off ramp for the last couple of weeks\u2026I just don&#8217;t believe we go back to the depths of worries that we had,&#8221; said Stephen Weiss, chief investment officer of Short Hills Capital Partners. &#8220;I think it sets up very positively for the market to move higher.&#8221; The major averages surged Wednesday after the U.S. and Iran agreed to a two-week ceasefire, pausing a five-week conflict that had spread across the Middle East and roiled global markets.\u00a0The Dow Jones Industrial Average soared roughly 2.9%, or more than 1,300 points higher, marking its best day since April 2025. Retail investors may be reassessing their defensive portfolio strategies and seeking buying opportunities. Shannon Saccocia, chief investment officer &#8211; wealth for Neuberger Berman recommends investors allocate at least some of their portfolio to risk-on assets like technology stocks, particularly ahead of a potentially blockbuster earnings season that is kicking off this month. &#8220;Areas like technology and financials and parts of the industrial sector, those are areas where we felt those valuations were vulnerable in June, July [and] August of last year, [but] those have become more attractive, consistent and coincident with continued economic momentum,&#8221; Saccocia said. There&#8217;s &#8220;an opportunity to potentially move back into some of those names as we start to see the relative attractiveness of U.S. large caps come back to the fore,&#8221; she added. Joe Terranova, senior managing director at Virtus Investment Partners, highlighted Alphabet and said that the market&#8217;s action reflected a &#8220;growth story.&#8221; He noted the Google parent is up more than 1% in 2026, making it the highest performing name in the &#8220;Magnificent Seven.&#8221; &#8220;We finally have a Mag Seven name that is higher for 2026,&#8221; Terranova said. &#8220;You want to focus on\u2026the fact that [the rally] is a return to momentum, the fact it is a return to growth.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"Stocks staged a relief rally following the temporary ceasefire deal between Iran and the U.S., but it&#8217;s still&hellip;\n","protected":false},"author":2,"featured_media":57957,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[19515,1056,135,38,573,1063,698,34,572,574,570,1064,51,22701],"class_list":{"0":"post-58630","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-iran","8":"tag-lco26m","9":"tag-alphabet-class-a","10":"tag-business-news","11":"tag-donald-trump","12":"tag-dow-jones-industrial-average","13":"tag-invesco-qqq-trust","14":"tag-investment-strategy","15":"tag-iran","16":"tag-nasdaq-composite","17":"tag-sp-500-index","18":"tag-stock-markets","19":"tag-technology-select-sector-spdr-fund","20":"tag-united-states","21":"tag-virtus-investment-partners-inc"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@iran\/116371602979157859","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/58630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=58630"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/58630\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/57957"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=58630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=58630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=58630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}