Bob Michele, global head of fixed income at JPMorgan Asset Management, says markets could turn optimistic and treat the Iran war as 'in the distant rearview mirror' within about one month, even if oil remains at $100/barrel. His view suggests a potential modest risk-on repositioning by investors that could ease geopolitically driven risk premia across assets and influence positioning in both risk assets and fixed income.
Bob Michele, global head of fixed income at JPMorgan Asset Management, says markets could turn optimistic and treat the Iran war as 'in the distant rearview mirror' within about one month, even if oil remains at $100/barrel. His view suggests a potential modest risk-on repositioning by investors that could ease geopolitically driven risk premia across assets and influence positioning in both risk assets and fixed income.
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mildly positive
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0.25
