★Goldman Sachs Executive Says Some Clients Are 'Glad' Iran War Shifted Focus Away From Software Exposure, Private Credit Woes: Report

"Geopolitical shocks can rapidly re-prioritize market concerns, temporarily masking underlying structural vulnerabilities like overextended software valuations or opaque private credit risks. This diversion of capital and analyst attention may delay necessary portfolio re-allocations, creating latent systemic risk if geopolitical calm returns and these issues resurface. Institutions must assess if current market pricing accurately reflects both geopolitical and fundamental exposures."