Wellington’s Geary Says Stocks Rotation Trade Is Coming Back

The end of the Iran war is reportedly reviving investor appetite for stocks outside the US, according to Wellington Management's Scott Geary. The article points to a modest shift in risk appetite and global allocation preferences rather than a fundamental earnings or policy change. Market impact is likely limited but could support non-US equities on improving geopolitical sentiment.

Analysis

The end of the Iran war is reportedly reviving investor appetite for stocks outside the US, according to Wellington Management's Scott Geary. The article points to a modest shift in risk appetite and global allocation preferences rather than a fundamental earnings or policy change. Market impact is likely limited but could support non-US equities on improving geopolitical sentiment.