The Investment Perspective, with Ninety One

#105 Munitions, multiples and midterms: the risks the markets might be missing now

September 4, 2026·11 min
Episode Description from the Publisher

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.

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