Episode
#75 Markets shaken, not broken: Middle East tensions
- Published
- Apr 2, 2026
- Duration seconds
- 536
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/75-markets-shaken-not-broken-middle-east-tensions/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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. Hosted on Acast. See acast.com/privacy for more information.