This week’s host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA – Head of Fixed Interest Research, and Matthew Dorset – Equity Research Analyst, specialising in aerospace and defence, and transport, to break down the latest movements in global markets and sector developments. Among the topics discussed: How does the disruption of energy markets affect inflation and impact economic growth, how are defence companies improving their cost effectiveness for intercepting cheaper threats and the new insurance costs which are coming with the Strait of Hormuz.

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