Latest / The Investment Perspective, with Ninety One
#75 Markets shaken, not broken: Middle East tensions
The sudden escalation in the Middle East has jolted global markets, reversing expectations for lower inflation and rate cuts almost overnight. Malcolm Charles explains why this is more than a passing shock, how portfolios are being repositioned for a more uncertain world, and why caution rather than conviction is guiding investment decisions right now.
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The skinny
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