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Markets2h 4m ago

Hedge funds are reopening their 'pre-war playbooks' and adjusting portfolios in anticipation of the upcoming peace deal between the US and Iran, which is expected to be signed on Friday.

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global, Florida, Singapore, New York, Sydney, Palm Beach Gardens, Asia

Who
hedge fund managers, Thomas Hayes, Chauwei Yak, Ecaterina Bigos, Nick Ferres, Richard Galvin, Matthew Haupt, Steven Grey, Gerald Gan
What
Hedge funds are reopening their 'pre-war playbooks' and adjusting portfolios in anticipation of the upcoming peace deal between the US and Iran, which is expected to be signed on Friday.
When
Mon, 15 Jun 2026 08:27:14 GMT · 2h 4m ago
Where
global, Florida, Singapore, New York, Sydney, Palm Beach Gardens, Asia ·
Why
The impending peace deal between the US and Iran is seen as removing a major overhang for global markets, especially after months of conflict disrupted oil supply and fueled inflation concerns.
The Frontline Impact

How this affects you

The expected peace deal is prompting a shift in investment strategies, with hedge funds moving into shorter-maturity Treasuries, Asian currencies, and specific Asian stocks, while crude oil prices have dropped, and the dollar has weakened, signaling reduced geopolitical risk and potentially fewer central bank rate hikes.

Story chain

36 events in this thread
  1. Markets58m ago
    Oil prices tumbled and stocks soared Monday after the United States and Iran said they had reached a deal to end their war, which will reopen the Strait of Hormuz.
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  2. Markets1h 30m ago
    The United Nations' human rights chief hailed a groundbreaking peace agreement between the United States and Iran, involving a ceasefire and reopening of the Strait of Hormuz.
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  3. Markets1h 31m ago
    Asian markets ended higher as investors reacted positively to a peace agreement between the US and Iran, while oil prices fell by over 4%.
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  4. Markets1h 40m ago
    China and Hong Kong stock markets closed higher following a tentative peace agreement between the U.S. and Iran.
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  5. Markets1h 56m ago
    The STOXX 600 across Europe surged to its highest point on Monday, rejuvenated by a preliminary U.S.-Iran deal.
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  6. Currently Reading2h 4m ago
    Hedge funds are reopening their 'pre-war playbooks' and adjusting portfolios in anticipation of the upcoming peace deal between the US and Iran, which is expected to be signed on Friday.
  7. Markets2h 4m ago
    Hedge funds are re-evaluating their investment strategies and shifting portfolios into assets like shorter-maturity Treasuries, Asian currencies, and Southeast Asian stocks, prompted by the anticipated US-Iran peace deal slated for Friday.
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  8. Markets2h 22m ago
    Oil prices traded over 5% lower on Monday morning after US President Donald Trump announced a peace agreement with Iran and the reopening of the Strait of Hormuz.
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  9. Markets2h 39m ago
    Global financial markets rallied after reports of a potential peace agreement between the United States and Iran, causing crude oil prices to fall sharply and Asian stocks to surge.
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  10. Markets2h 39m ago
    Global financial markets reacted to reports of a potential peace agreement between the United States and Iran, leading to a rally in Asian stocks and a sharp fall in crude oil prices.
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  11. Markets2h 42m ago
    The Ibex 35 surged above 19,000 points, reaching 19,122 points, following a peace deal between the United States and Iran that reopened the Strait of Hormuz.
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  12. Markets2h 42m ago
    The Ibex 35 surged above 19,000 points to a record high on Monday following an agreement between the United States and Iran to end war in the Middle East and reopen the Strait of Hormuz.
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  13. Markets3h 3m ago
    Europe's STOXX 600 index rose 1.2% to a record high of 640.94 points on Monday.
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  14. Markets3h 42m ago
    Indian markets reacted positively on Monday after the announcement of a preliminary peace agreement between the United States and Iran.
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  15. Markets4h 9m ago
    Stock market benchmark indices Sensex and Nifty surged in early trade on Monday, mirroring a rally in global equities and a sharp decline in crude oil prices, after the US and Iran finalised a deal to end their 107-day war.
    Open article
  16. Markets5h 14m ago
    Global markets rallied on Monday after the United States and Iran announced a framework agreement to end their conflict, raising hopes of lower energy prices, easing inflation pressures and reduced risks to the global economy.
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  17. Markets5h 14m ago
    Global markets rallied on Monday after the United States and Iran announced a framework agreement to end their conflict, raising hopes of lower energy prices.
    Open article
  18. Markets5h 16m ago
    World leaders on Monday welcomed a landmark peace agreement between the United States and Iran, emphasizing its potential to stabilize energy markets and address nuclear concerns.
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  19. Markets5h 40m ago
    Indian equity benchmark indices opened sharply higher on Monday, with the Nifty 50 jumping 1.53% to 23,984.85.
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  20. Markets5h 40m ago
    Indian equity benchmark indices opened sharply higher on Monday, with the Nifty 50 jumping 1.53% to 23,984.85 and the Sensex surging 1.59% to 76,725.27.
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  21. Markets5h 40m ago
    Indian equity benchmark indices opened sharply higher on Monday, with the Nifty 50 jumping 1.53% and the Sensex surging 1.59%.
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  22. Markets5h 46m ago
    Indian stocks including IndiGo, HPCL, and MRF gained up to 7% on Monday after a preliminary peace agreement between the United States and Iran led to lower crude oil prices, boosting hopes for reduced fuel costs and improved earnings.
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  23. Markets5h 46m ago
    IndiGo, SpiceJet, IOC, HPCL, BPCL, MRF and other stocks gained up to 7% on Monday following a preliminary peace agreement between the United States and Iran, which caused global crude oil prices to slump.
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  24. Markets5h 49m ago
    Indian equities rallied on Monday, with the Sensex soaring over 1,100 points and the Nifty inching closer to the 24,000 mark as a breakthrough in the US-Iran conflict and a steep fall in crude oil prices boosted investor confidence.
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  25. Markets5h 49m ago
    Indian equities rallied on Monday, with the Sensex soaring over 1,100 points and the Nifty approaching 24,000, driven by a potential US-Iran peace agreement and a sharp drop in crude oil prices.
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  26. Markets5h 49m ago
    Indian equities rallied on Monday, with the Sensex soaring over 1,100 points and the Nifty inching closer to the 24,000 mark.
    Open article
  27. Markets6h 9m ago
    Indian stock markets opened sharply higher on Monday after reports of a peace agreement between the United States and Iran, which sent crude oil prices sharply lower.
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  28. Markets6h 9m ago
    Indian stock markets opened sharply higher on Monday, tracking a global relief rally after reports of a peace agreement between the United States and Iran boosted risk appetite and sent crude oil prices sharply lower.
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  29. Markets6h 11m ago
    The United States and Iran announced a framework agreement aimed at ending their conflict, easing geopolitical tensions in West Asia and reopening the strategically crucial Strait of Hormuz.
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  30. Markets6h 12m ago
    Indian equity markets witnessed a strong bullish momentum on Monday morning, with the BSE SENSEX jumping 1128.66 points (1.49%) and the NSE NIFTY 50 climbing 350.40 points (1.48%).
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  31. Markets6h 12m ago
    Indian equity markets experienced strong bullish momentum on Monday morning, with the BSE SENSEX jumping 1128.66 points (1.49%) and the NSE NIFTY 50 climbing 350.40 points (1.48%).
    Open article
  32. Markets6h 12m ago
    Indian equity markets, including the BSE SENSEX and NSE NIFTY 50, experienced a strong bullish momentum on Monday morning as global oil benchmarks slid following a de-escalation of geopolitical tensions.
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  33. Markets6h 42m ago
    US President Donald Trump announced on Sunday that an agreement has been reached with Iran and that the United States will end its naval blockade, allowing the Strait of Hormuz to reopen.
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  34. Markets6h 42m ago
    US President Donald Trump announced on Sunday that an agreement has been reached with Iran, leading to the end of the US naval blockade and the reopening of the Strait of Hormuz.
    Open article
  35. Markets6h 44m ago
    Indian equity markets, Sensex and Nifty, surged nearly 2% last week, adding close to Rs 10 lakh crore to the market worth of BSE-listed companies.
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  36. Markets6h 44m ago
    Indian equity markets, including Sensex and Nifty, saw a significant rally last week, adding close to Rs 10 lakh crore to the market worth of BSE-listed companies.
    Open article

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