Investors See Opportunity in Risk-On Assets After Iran War Ceasefire

Technology, financial and industrial stocks look attractive following temporary ceasefire, analysts say.

Apr. 8, 2026 at 10:24pm

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An extreme close-up of gleaming, industrial banking equipment and machinery, conveying the tangible power and security of financial institutions.The ceasefire in the Iran conflict offers investors a chance to refocus on the fundamentals of the U.S. economy and financial markets.Short Hills Today

Stocks surged on Wednesday after the U.S. and Iran agreed to a two-week ceasefire, pausing a five-week conflict that had roiled global markets. Investors are now recommending that retail investors allocate at least some of their portfolio to risk-on assets like technology stocks, particularly ahead of a potentially blockbuster earnings season.

Why it matters

The ceasefire deal provides an opportunity for investors to rotate back into riskier assets that had become undervalued during the heightened geopolitical tensions. This could signal a return to market momentum and growth, which had been dampened by the Iran conflict.

The details

Shannon Saccocia, chief investment officer at Neuberger Berman, said areas like technology, financials and parts of the industrial sector have become more attractive as economic momentum continues. Joe Terranova of Virtus Investment Partners highlighted Alphabet as the best-performing stock in the 'Magnificent Seven' so far in 2026, noting the market's action reflects a 'growth story'.

  • The U.S. and Iran agreed to a two-week ceasefire on April 8, 2026.
  • The major averages surged on April 8, 2026, with the Dow Jones Industrial Average seeing its best day since April 2025.

The players

Shannon Saccocia

Chief investment officer - wealth for Neuberger Berman.

Stephen Weiss

Chief investment officer of Short Hills Capital Partners.

Joe Terranova

Senior managing director at Virtus Investment Partners.

Donald Trump

The President of the United States.

Alphabet

The parent company of Google, and part of the 'Magnificent Seven' group of stocks.

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What they’re saying

“[President Donald] Trump was clearly looking for an off ramp for the last couple of weeks…I just don't believe we go back to the depths of worries that we had. I think it sets up very positively for the market to move higher.”

— Stephen Weiss, Chief investment officer of Short Hills Capital Partners

“Areas like technology and financials and parts of the industrial sector, those are areas where we felt those valuations were vulnerable in June, July [and] August of last year, [but] those have become more attractive, consistent and coincident with continued economic momentum.”

— Shannon Saccocia, Chief investment officer - wealth for Neuberger Berman

“We finally have a Mag Seven name that is higher for 2026. You want to focus on…the fact that [the rally] is a return to momentum, the fact it is a return to growth.”

— Joe Terranova, Senior managing director at Virtus Investment Partners

What’s next

Investors will be closely watching the upcoming earnings season to see if the momentum and growth in risk-on sectors like technology, financials and industrials continues.

The takeaway

The Iran war ceasefire provides a window of opportunity for investors to rotate back into riskier assets that had become undervalued during the heightened geopolitical tensions. This could signal a return to broader market momentum and growth, which had been dampened by the conflict.