Vishnu Varathan, Head of Macro Asia-ex-Japan, Fixed Income, Mizuho Securities, tells James Ross markets are not actively pricing in the risks around finding a resolution to the Iran War and reopening of the Strait of Hormuz. Looking ahead to the US jobs report this week, Hebe Chen, Market Analyst, Vantage Australia, says it will be an important indicator of the health of the US economy, that will help determine the Fed’s rate path.

Carolyn Wright is joined by Greg Van, CEO of Endowus, to look at how investment conclusions from geopolitical events are not easy to predict.

Lakhwinder Singh, Manager of J. Rotbart & Co, talks on key factors driving gold prices, looking at why central banks are still buying gold despite the record prices, and how that inspires trust in investors.