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27 Jun 2024
1 min read

Podcast: Elections, Nvidia and ballooning deficits – Market Talk

Ben Bennett tackles three big questions for investors in today.

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How should investors aim to navigate the wave of election uncertainty currently enveloping financial markets? Is  Nvidia a classic example of concentration risk? And to what extent might ballooning deficits impact global productivity? Ben Bennett, Head of Investment Strategy, Asia also explains why central bankers are keen to see a weaker dollar relative to other currencies.

This podcast is hosted by Frances Watson, Senior Content Manager.

You can listen on Apple Podcasts, Audioboom and Spotify.

All data sourced from Bloomberg as at June 2024.

For professional investors only. Capital at risk.

Inflation Market Cycle Politics Productivity US Dollar Asset allocation Technology Central banks Interest rates Currency Developed Markets Growth
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