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Geopolitical

Showing 10 of 82 Insights Posts
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Geopolitics in 2025: Risks, opportunities, and deepening uncertainties

Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.

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event February 2025
8 min
Article
2026-02-28
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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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event January 2025
5 min
Article
2026-01-31
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What an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

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event January 2025
6 min
Article
2026-01-31
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Categories final
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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event December 2024
2025-12-31
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A guide to investing in the age of anxiety

There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

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event December 2024
15 min
Article
2025-12-01
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Categories final
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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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event November 2024
Article
2025-11-30
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Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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event November 2024
21 min
Podcast
2025-11-30
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It’s different this time: Trump faces challenging geopolitical dynamics

Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.

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event November 2024
3 min
Article
2025-11-30
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Unearthing the unseen in geopolitics

Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.

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event October 2024
30 min
Event replay
2025-09-30
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What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

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event October 2024
2 min
Article
2025-10-02
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