Some of the world's largest investment institutions are buying bonds and AI concept stocks while selling the dollar, betting that uncertainty caused by the war has peaked following a ceasefire between the U.S. and Iran. Kellie Wood of Schroder made significant purchases of short-term bonds, including U.S. Treasuries, on Wednesday morning. Jupiter Asset Management Ltd. is also considering similar moves while planning to sell the dollar. These actions indicate that investors cautiously believe the worst phase of the sell-off triggered by the Iran conflict six weeks ago may have passed. Following the announcement of the ceasefire, oil prices retreated, and the market is once again pricing in the Federal Reserve shifting its focus back to interest rate cuts.