
← The Investment Perspective, with Ninety One4 sep · 12 min
#105 Munitions, multiples and midterms: the risks the markets might be missing now
#105 Munitions, multiples and midterms: the risks the markets might be missing now
Malcolm Charles breaks down why two wars, an AI-distorted equity market and an unpredictable US election are colliding at once, and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.