conflict

Latest news and analysis on conflict

Education

What’s war good for? Markets tell a different story

What’s war good for? With apologies to Motown songwriters Norman Whitfield and Barrett Strong, absolutely nothing from humanity’s point of view. While the human cost...
Roger Montgomery
Montgomery Investment Management
Education

Chips, dips and doughnuts - The impact of a China-Taiwan conflict.

If you are truly concerned about a China-Taiwan conflict, some exposure to TSMC should not be your most pressing concern.
Steven Glass
Pella Funds Management
Macro

Investors blindsided by global conflict risks

In the AFR I write that back in October 2021, we warned that the risk of global military conflicts was much higher than many people---including those in...
Christopher Joye
Coolabah Capital
Macro

Modelling puts China and US conflict risks at almost 50pc

In the AFR I write that back in 2012 this column argued that notwithstanding a wealth of data on the history of military conflicts, and the so-called “correlates of...
Christopher Joye
Coolabah Capital
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