Synopsis
In rough geopolitical weather, markets have a short-term reaction. Does it stay for the long term?
If at all there’s one factor that’s uniformly on top of the risk table of fund managers across the world, it is geopolitical risk. That translates into a possible conflict between sovereign nations that could impact economies, and financial markets. But haven’t nations been fighting all along? As 2024 drew to a close, Israel has been bombing Gaza, Lebanon, Iran and even Syria. Russia and Ukraine have been bombing each other for three years. And
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