Volatility spikes and futures positioning signal opportunities for structured products and options-based ETFs targeting targeted regional, sector and commodity exposures amid Iran war uncertainty.
J.P. Morgan’s Delta-One and ETF flows team has reported that the second week of the Iran War has seen continued caution across equity and commodity markets, with investors rotating out of US equities into developed market alternatives and selectively increasing exposure to commodities and fixed income. ETF flows were weak in US equities, with net outflows of US$10.3 billion, while developed markets ex-US received US$15.4 billion in inflows According to a research note released on 16 Ma