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MD
Mark Dowding
5.0
1 idea
Head of Developed Markets, GAM
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TIP
iShares TIPS Bond ETF
LONG
HIGH
$111.80
Macro
Supply shock from Hormuz closure will keep inflation elevated for at least six months, mak…
Apr 27
YOUTUBE
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TIP
LONG
$111.80
Apr 27
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YouTube
Iran War: Stocks Slip From Highs as Hormuz Remains Shut | The Opening Trade 4/27/2026
Buy inflation-linked bonds for protection.
Supply shock from Hormuz closure will keep inflation elevated for at least six months, making inflation-linked bonds the best place to hide as nominal bonds and equities face headwinds.
TIP
HIGH
Bloomberg Markets
Apr 27, 09:42
Mark Dowding
Head of Developed Markets, GAM
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Mark Dowding (Head of Developed Markets, GAM) | 1 trade ideas tracked | VGK, TIP, UKGILT | YouTube | Buzzberg