geopolitics

Geopolitics, oil and what it all means for markets and global listed infrastructure.

Trade-related uncertainty is already hurting confidence, including in the US, before the “real” impact of tariffs hits.

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?

Geopolitics now dominates debate in the financial market. I agree that it matters, but frame the underlying thematic differently to most.

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.

In this wire, Janus Henderson CEO Ali Dibadj provides his perspective on what geopolitical developments mean for investors.

Wars, embargoes, rates roil markets

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.