Markets shrugged off a US-Iran conflict and rallied, but should they have?

Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.

In this episode:

00:00 Market Setup And War Impact

04:40 RBA Risks And Aussie Outlook

08:05 Volatility Strategy And Corrections

12:05 Fixed Income And Private Markets

15:04 Rare Earths And ASX Opportunities

20:25 Diversification And Tech Outlook

📈 Stocks and ETFs Mentioned:

Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)

This episode was recorded on 21st April 2026

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points.

0.5 Total Hours

Knowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour)

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