A new war breaking out in Iran is highlighting the effects of a new era of geopolitics as a recurring macro driver for institutional investors, said Monica Defend, head of the Amundi Investment Institute, in an emailed statement to Benefits Canada. “We are moving further into a ‘controlled disorder’ environment, where shocks generate rotation and […]
Global stock markets took another hit Monday while oil and gold prices surged in response to the escalating tensions in the Middle East following the U.S. killing of Iran’s top general. The death of Qassem Soleimani in a U.S. drone strike has heightened geopolitical risks for financial markets, including concerns about potential disruptions to the […]
5 lessons from Ian Bremmer at the 2014 Global Investment Conference