Major funds are flocking to US Treasuries and AI concept stocks, betting that the most turbulent phase of the war is over.

华尔街见闻2026/04/08 11:23

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Kellie Wood from Schroders made large purchases of short-term bonds, including US Treasuries, on Wednesday morning. Jupiter Asset Management Ltd. is also considering similar moves, and is planning to sell US dollars. These actions indicate that investors are cautiously believing the worst phase of the sell-off triggered by the Iran conflict six weeks ago may have passed. After the ceasefire announcement, oil prices retreated and the market is once again betting that the Federal Reserve will shift its focus back to interest rate cuts.

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In the third quarter, Korean retail investors made net purchases of US stocks worth approximately 10.15 trillion won, marking a complete reversal from the previous pattern in the first half of the year, when they made net purchases of nearly 100 trillion won in KOSPI stocks. In September alone, the sell-off amount reached as high as 14.2 trillion won. Analysts attribute this shift to a combination of factors: a sharp decline in KOSPI at high levels, the continued strength of the US stock market driven by AI themes, and the appreciation of the Korean won reducing currency exchange costs.

华尔街见闻•2026/10/11 06:51