25 SEPTEMBER 2025
In the latest Macro Briefing, Roger and Peter discuss how politics continues to have such a big influence on markets, why a repeat of the 2021/22 inflation is possible (but unlikely) and whether or not a major stock market cycle peak is forming.
It was filmed on 23rd September 2025.
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Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Discussion on the unrest in the Middle East
Peter and Roger assess how the Iran conflict could affect the world economy and markets,…
