Clayton Allen

Join Clayton Allen for a forward looking briefing on how US foreign policy is being shaped by the Iran conflict and wider Middle East instability, and what that means for trade, energy markets, and national security. Drawing on experience across government and the financial sector, Clayton translates Washington decision making into clear guidance for leaders managing geopolitical volatility.

Clayton will frame the current moment through the mechanics of US policy, including escalation and deescalation pathways, deterrence and force posture, and how the US coordinates with partners while managing domestic political constraints. He will assess the regional spillovers that matter most to global markets, from maritime security and supply disruptions to the energy price outlook and the risk of broader conflict.

Trade and economic statecraft will be a central theme as Clayton examines the tools Washington is most likely to use, including sanctions, export controls, and enforcement, and how these measures can affect supply chains, investment risk, and corporate exposure. He will conclude with a set of key points for navigating uncertainty, outlining how businesses and investors can plan for different outcomes, track policy signals, and build resilience as Middle East dynamics evolve.