We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets in the face of cyclical risks. Our cross asset strategy colleague Jainik Mody also joins to discuss risks for EM equities.
Speakers:
James Nelligan
Jainik Mody, CFA
This podcast was recorded on 02 April 2026.
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