327: Elections, Nvidia and ballooning deficits – Market Talk

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. All data sourced from Bloomberg as at June 2024. For professional investors only. Capital at risk.