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James St. Aubin featured in Intelligencer on Iran conflict risks, oil prices, and bear market conditions

May 6th, 2026

In Intelligencer, CIO James St. Aubin discussed how the ongoing Iran conflict and its impact on the Strait of Hormuz represents a worst-case scenario for markets — with elevated oil prices constraining the Federal Reserve’s ability to cut rates and raising the risk of a bear market.

Read the full piece: 


The thoughts and opinions expressed in the article are solely those of the person speaking as of 04/06/2026, and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

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