Investors are selling stocks, bonds, and gold, increasing cash holdings due to the Iran war’s geopolitical and macro uncertainty. This mirrors strategies from the Ukraine invasion, with concerns of an energy price shock fueling inflation and prompting central banks to consider rate hikes instead of cuts.
7 investing lessons from Jim Leitner for building the right market mindset
Leitner believes investors should remain open to new ideas and recognise that markets can challenge even experienced participants.
October 3, 2026