Home>News & Insights>Insights>Fund flows and the Israel-Iran conflict: Exploring geopolitics and asset allocation with EPFRFund flows and the Israel-Iran conflict: Exploring geopolitics and asset allocation with EPFR EPFR Insights EPFR 27.06.2025 under a minute read EPFR’s latest research digest taps our unequalled fund-flow data to examine positioning in oil funds, demand for safe havens and lessons from history. We examine: How even in the run-up to Israel’s June 13 attack, tensions in the region had investors positioning themselves – with money pouring into bond and gold funds Performance by the most “oil-sensitive” funds, as identified by EPFR’s quant team Lessons from history, including fund flows in the wake of the 2019 Houthi drone attack on Saudi oil infrastructure and the surprising increase in allocations to Israel after previous wars And related macroeconomic indicators and hard-to-get alternative datasets from our partners at CEIC – examining oil-rig counts and fundamental demand for crude. For this and much more, download our latest research digest today. Did you find this useful? Get our EPFR Insights delivered to your inbox. Tags Emerging MarketsJapanRecent Posts Inequality in Malaysia: Kuala Lumpur's high incomes complicate subsidy reform CEIC 14.08.2026 Insights In Malaysia, economic success has been relatively concentrated in several hotspots. Regional income disparity has emerged as a key focus Read More The Shortage Index: measuring global supply-chain disruptions CEIC 14.08.2026 Insights As US-Iran hostilities continue to throttle global energy supplies and reignite inflation, it's a timely moment to add the Shortage Read More AI is reshaping the US labor market, but it's unclear whether it's broadly hitting employment CEIC 14.08.2026 Insights Amid fears that AI will ultimately wipe out wide swathes of white-collar work, it appears that productivity has risen more Read More Sorry, no articles match the current filters. Sorry, no articles match the current search query.