Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt’s takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can’t, and more.