Anisha Goodly is paying close attention to headlines around the Iran conflict to model how it will affect fixed income markets. “Energy importers are being hurt more than energy exporters,” she notes, and discusses the opportunities this creates. She adds that geopolitical conflict shocks tend to be short for markets. Global rate cuts are being priced out, and England is even pricing in a hike, she says, creating opportunities in duration. Latin American countries are a bit more shielded, and they’re “taking advantage there.”