Experts at Jupiter react to the outbreak of conflict in Iran, discussing the global market response so far, and what this could mean for the bigger picture.
PIMCO’s Tiffany Wilding and Andrew Balls say resilient, AI-fuelled growth is masking “K-shaped” divergence – strengthening the case for high-quality fixed income in 2026.
Artemis’s Liam O'Donnell says that while long-duration bonds have “rediscovered some of their poise”, he finds it difficult to look beyond the real yields being generated at the short end.