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Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?
When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms...
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In the defence sector I only own $CSG.AS, and it has just fallen sharply 😂