- 04 June 2026
Navigating transition risks in an uncertain world
- PROFESSIONAL INVESTORS
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- 08.06.26
Markets have viewed the risks stemming from the conflict in the Middle East as temporary, rather than a significant long-term factor. There have been disappointments over failed ceasefire attempts, but focus has quickly shifted back to other matters, including the ongoing AI investment boom; headline fatigue, where markets repeatedly reset their focus instead of updating their underlying assumptions, appears to exist.
By overlooking the lessons from failed transitions, investors may miss valuable information about how future scenarios could unfold. Amova Asset Management's model looks at the scenarios in which the conflict can transition, combining a news filter to help understand the state of the conflict and its potential paths.
Read the article to explore the framework's key findings and analysis of transition risks.





