K2 Asset Management’s George Boubouras, Managing Director and Head of Research, Investments and Advisory, says that while the Iran conflict and naval blockade are driving sharp volatility, long‑term investors should look through the headlines rather than trade on every twist. He expects continued price and volume shocks to lift inflation and raise recession risks. but sees resilient underlying earnings in developed markets like the US. (Source: Bloomberg)
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Why Money Managers Are 'Looking Through' Iran Conflict
