15 JUNE 2026
In this quarter’s Macro Briefing, Roger and Peter discuss how markets have remained remarkably resilient despite heightened geopolitical tensions, supported by strong gains in US technology stocks driven by ongoing AI investment and timely policy intervention to stabilise bond markets. While risks remain around inflation, oil prices and elevated valuations, the overall outlook points to an environment where policymakers are likely to continue limiting severe market downturns.
It was filmed on 9th June 2026.
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Peter and Roger discuss market resilience despite geopolitical tensions and on-going policymaker intervention
Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Discussion on the unrest in the Middle East
