How Could Global Conflict Impact Your Investment Portfolio?
A war happening thousands of kilometres away can have consequences far beyond the countries directly involved.
From changing capital flows and asset valuations to increased market uncertainty, geopolitical developments can reshape investment opportunities and risks across multiple markets.
For property investors with exposure to international markets such as the UK and UAE, understanding these developments is important when making decisions about portfolio positioning.
On 6 May 2026, CSI PROP hosted Masterclass #4, exploring how different conflict-duration scenarios could influence global investments and why investors may need different strategies depending on how events unfold.
What We Covered
📊 Global Asset Class & Country Analysis
Examining how geopolitical tensions can affect different asset classes and countries, including potential implications for property valuations, capital movements and investment exposure.
🌍 Understanding Shifting Risks & Opportunities
Exploring how global uncertainty can create different outcomes across property markets, with some facing increasing risks while others may present opportunities as asset prices adjust.
🧭 Two War Playbooks: 3 Months vs 6+ Months
Comparing shorter and prolonged conflict scenarios, and understanding how different timelines could influence investment strategies, liquidity considerations and portfolio protection decisions.
Speakers
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Virata Gamany | 20-Year Global Investor, Advisor to Private Banks & Family Offices
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Khurram Asif | UAE & International Mortgage Specialist
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Paco Chan | Aldar, UAE & International Property Developer
Event Details
📅 Wednesday, 6 May 2026
🕗 8:00 PM (GMT+8)
💻 Zoom Webinar
The masterclass focused on helping investors understand the potential investment implications of geopolitical uncertainty and the importance of preparing for different market scenarios.
Through perspectives on global investment, international financing and property development, the session explored how investors could reassess their exposure and make more considered portfolio decisions during uncertain times.
