/Insights/JANA Podcast: Iran, Oil and Bond Markets – What Should Investors Do Now?
Insights & Perspectives

JANA Podcast: Iran, Oil and Bond Markets - What Should Investors Do Now?

The Iran conflict has pushed oil prices higher and bond yields sharply up. So what should investors be focusing on now?

8 Apr 2026   |   Fixed income
by Christopher Beattie
by Robert Moore
The Iran conflict has pushed oil prices higher and bond yields sharply up. So what should investors be focusing on now?
In this episode of the JANA Podcast, Chris Beattie speaks with JANA’s Head of Debt Research, Robert Moore, following his recent research trip across the US and Europe, where he met with leading global fixed income managers.
They unpack how markets have responded to the recent geopolitical shock, what managers are saying about the macro outlook, and where the key risks and opportunities are emerging in fixed income.
Topics covered include:
  • How the Iran conflict is impacting bond markets and inflation expectations
  • Why credit markets have remained relatively resilient despite volatility
  • AI and software in fixed income markets
  • What’s driving recent bond manager performance

Click here to listen on Spotify.

Important information

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.