The energy market has done a reasonable job of shifting demand amid the strain of increased oil reserve consumption, says Michael Shaw, director and portfolio manager on the Canadian small cap strategy at Franklin Templeton’s ClearBridge Investments. The U.S. and Israel’s ongoing war on Iran, which started at the end of February, has resulted in […]
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