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401: Middle East update – market impacts and outlook
This episode is the edited audio of a webinar we held with clients on 20 March to discuss the market reaction to the ongoing conflict in the Middle East.
Alongside human and political consequences, the conflict in the Middle East continues to impact markets. In this webinar, we shared our reflections on market conditions and managing risk in this environment.
Among other topics, our speakers covered:
The magnitude of market moves so far
How elevated inflation expectations are affecting the path of interest rates
What a higher oil price means for emerging market debt
Why recent moves in gilt…
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