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EVLI Allocation View vom 22.04.2026

EVLI Fund Management

The main points of the allocation meeting

  • The United States has extended the Iran war ceasefire, but negotiations remain stalled. Deep mutual…
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EVLI Allocation View vom 15.04.2026

EVLI Fund Management

The main points of the allocation meeting

  • The US and Iranian negotiation positions appear to have converged. The key issues of contention include…
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EVLI Allocation View vom 08.04.2026

EVLI Fund Management

The main points of the allocation meeting

  • The United States and Iran have agreed to a two-week ceasefire. The US will halt strikes on Iran and Iran…
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EVLI Allocation View vom 01.04.2026

EVLI Fund Management

The main points of the allocation meeting

  • Signs of a potential turning point in the Iran war. We believe the probability of the conflict coming to an…
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EVLI Allocation View vom 26.03.2026

EVLI Fund Management

The main points of the allocation meeting

  • U.S. President Donald Trump stepped back from his threat to bomb Iran’s energy infrastructure. He referred…
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EVLI Allocation View vom 18.03.2026

EVLI Fund Management

The main points of the allocation meeting

  • Tanker traffic through the Strait of Hormuz remains halted. Brent crude is trading at around $100 per…
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