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News & Research

PIMCO

Iran war fears push fund managers to most bearish mood since June 2025

Gary Jackson
14 April 2026
The share of asset allocators forecasting below-trend growth and above-trend inflation has surged from 51% to 76% in a single month.

BlackRock goes overweight US equities after Iran ceasefire

Jonathan Jones
14 April 2026
The analysts have sold off short-dated European bonds to fund the move.

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