Amundi Investment Institute’s June 2025 special update analyzes the latest escalation in the Israel-Iran conflict and its immediate geopolitical and financial market implications.
-
Following US airstrikes on Iranian nuclear sites and a limited Iranian response, a ceasefire was reached—but its durability remains highly uncertain.
-
Markets reacted calmly: oil surged above $80 but quickly fell back to $68; global equities rebounded while bonds and the USD remained stable.
-
Amundi maintains its Brent price target at $63–68, favoring diversified portfolios with commodity exposure and equity hedges amid ongoing geopolitical risks.
Read the full report for strategic guidance on allocation under geopolitical tension and shifting energy dynamics.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
