In this webinar from 26 March 2026, Taylor discussed how the Iran conflict is affecting commodity markets with a focus on energy and precious metals, while Bob provided a market update on recent listed real estate performance and fundamental trends across key real estate sectors.
Topics included:
- What’s changed in the Middle East conflict and why it matters for global energy, commodities, and inflation risk
- Beyond oil – LNG, industrial metals, and input cost pressures investors are underestimating
- Listed real estate performance drivers and key sector trends DWS are monitoring
- What DWS are watching next and how this feeds into markets relevant for real asset portfolios