Hedge fund stock buying hits $86 billion as Iran peace hopes, Goldman data shows

Hedge funds increased stock purchases to $86 billion, according to Goldman Sachs data, driven by improving geopolitical sentiment linked to advancing Iran peace talks. The easing of Middle East tensions has bolstered risk appetite, reducing demand for safe-haven assets and supporting equity inflows, particularly into financial and energy sectors. Goldman Sachs (GS) benefits indirectly as a major prime broker and capital markets facilitator, while potential normalization with Iran (IRAN) could lead to renewed foreign investment and asset revaluation in Iranian markets over the longer term. Traders are now focused on the next round of diplomatic talks and any signals of sanctions relief, which could trigger further positioning in frontier markets and global energy equities.

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