Global investors have shifted their outlook on the Iran conflict, now expecting months of instability rather than a quick resolution, according to Amundi SA Chief Investment Officer Vincent Mortier. This dramatic change in market sentiment reflects growing concerns about prolonged regional tensions and their potential economic fallout.

The pivot from weeks to months represents a significant recalibration of risk assessments across financial markets. Mortier's assessment signals that investors are preparing for sustained uncertainty rather than a near-term de-escalation. This extended timeline could impact everything from oil prices to global supply chains.

Market participants are now factoring in the possibility of drawn-out geopolitical maneuvering, which could keep volatility elevated for an extended period. The shift in expectations underscores how quickly sentiment can change in response to evolving geopolitical dynamics. This development comes as investors weigh the broader implications of prolonged Middle East tensions on global economic stability.