Money managers are shifting defensive as the Iran war fuels
文 / 小金
2026-04-03 04:50:03
来源:亚金网
Money managers are shifting defensive as the Iran war fuels sharp market swings, with the S&P 500 whipsawing on headlines and oil surging about 50% since late February. David Royal of Thrivent said, “There’s not a clear end game for market disruption,” while adding, “Markets bottom when uncertainty is at its maximum.” Florian Ielpo of Lombard Odier cut risk exposure, saying, “Sometimes there is a shock and you need to be disinvested.” Investors are rotating into value, bonds and hedges, while watching oil near $110 and assessing prolonged economic risks.
