Right now with how the economy is going, would it be to wise to invest 100K in an 100% worldwide equities ETF portfolio or split some between savings accounts, bonds etc? LONG TERM horizon but also wondering about consensus over next 12 months

Summary

Event (importance: high). Key entities: Iran. KB match (geopolitical_conflict): "Dollar Erases 2026 Gains as Iran Ceasefire Saps Ha". Known impact: european_natural_gas_price, energy_risk_premium, european_equity_sentiment. Affected sectors: general. Primary variables: equity_valuations, investor_sentiment. Learned rule: "Importance ratings should reflect the actual scale of events".

Market Impact

Key variables: european natural gas price, energy risk premium, european equity sentiment, defense spending outlook

Affected sectors: european utilities, defense, agriculture, construction, fertilizers