Investors are not ready for a true shock
The consensus view of the impact of the Iran war on equities and bonds may well prove too sanguine
Related reading
Are markets being too complacent about the Iran war?
Sometimes crises do not blow over as investors might hope
Investors look through the turmoil
The world is a mess but markets seem to be shrugging worries over the fallout of the Iran war
The Iran war presents a ‘guns and butter’ nightmare for investors
Conflict will intensify the mounting global debt and inflation risks
European stocks are the losers in the Iran war fallout
The US market is more immune from shocks given still healthy American economic conditions and earnings
Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor
Fund managers snap up bonds on growth threat from Iran war
After sharp market sell-off, debt investors shift focus from inflation fears to likely damage to economies