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399: Middle East conflict: implications for investors
This episode is the edited audio of a webinar we held with clients on 5 March to discuss the implications for investors of the recent escalation in the Middle East.
Alongside its profound human and political consequences, the conflict has prompted significant market moves. Among other topics, our speakers covered:
How the duration of energy market disruption could be pivotal to the investment outlook
The potential implications for inflation and central bank policy of higher energy prices
Why government bond yields have moved higher and credit spreads are largely tighter
The market backdrop in…
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