Institutional Investor (May 27)
Current trends seem to indicate “that investment managers are increasingly prioritizing flexible, innovative product solutions – particularly in ETFs, private assets, and SMAs – as traditional offerings lose their dominance. Considering the current challenging macro environment – inflation, high interest rates, and geopolitical/trade conflicts – we will be keen to observe whether these shifts in investor product preferences endure or lose their gusto in the face of wideswept market challenges.”
Tags: ETFs, Flexible, Geopolitical, Inflation, Innovative, Interest rates, Investment managers, Macro environment, Market challenges, Prioritizing, Private assets, SMAs, Trade conflicts, Traditional offerings, Trends
Traders Magazine (April 30)
“As global financial markets face mounting volatility and exponential growth in data and message traffic, infrastructure resilience has become a cornerstone of stability. Global market infrastructure is facing unprecedented stress tests, not from system failures, but from the relentless pace of data and messaging traffic, regulatory complexity, and volatile geopolitical conditions.” Essentially, this “means building systems to handle two or even three times their previous peak volume—ensuring not only capacity but also continuity during high-stress events.”
Tags: Capacity, Continuity, Data, Exponential growth, Financial markets, Geopolitical, Global, Market infrastructure, Message traffic, Peak volume, Regulatory complexity, Resilience, Stability, Stress tests, System failures, Volatility
The Economist (June 19)
“Rising temperatures in the Arctic are slowly opening up new possibilities for transport.” Geopolitical stakes are also rising in the region. “China’s support for Russia is fuelling Western distrust of the Asian power’s ‘polar silk road’ plans. But China is not retreating from the Arctic. It still sees a chance to boost its influence there, and to benefit from the area’s wealth of natural resources.”
Tags: Arctic, China, Distrust, Geopolitical, Influence, Polar silk road, Russia, Support, Temperatures, Transport, Wealth
The Economist (May 11)
“The prioritisation of national security above unfettered investment is reshaping the movement of capital across borders. Global capital flows—especially foreign direct investment (fdi)—have plunged, and are now directed along geopolitical lines.” This benefits non-aligned countries, who “play both sides.” Ultimately, however, “as geopolitical blocs pull further apart, it is likely to make the world poorer than it otherwise would be.”
Tags: Borders, FDI, Geopolitical, Geopolitical blocs, Global capital flows, Investment, National security, Non-aligned countries, Plunged, Poorer, Prioritisation, Reshaping, Unfettered
The Economist (November 2)
“Even as wars rage and the geopolitical climate darkens, the world economy has been an irrepressible source of cheer…. Unfortunately, however, this good cheer cannot last. The foundations for today’s growth look unstable. Peer ahead, and threats abound.”
Tags: Climate, Foundations, Geopolitical, Growth, Irrepressible, Threats, Unstable, Wars, World economy
Institutional Investor (October 20)
“Out of 770 institutional investors around the globe that are collectively responsible for $34.7 trillion in assets, 52 percent said in June that as de-globalization accelerates they will try to invest in companies with more localized supply chains, according to an annual study by Schroders.” While “trade and technology continue to cross borders and, generally speaking, the world is still shrinking,” geopolitical tension and war have turned “de-globalization into a megatrend creating winners and losers in business.”
Tags: De-globalization, Geopolitical, Institutional investors, Invest, Localized supply chains, Losers, Megatrend, Responsible, Schroders, Technology, Trade, War, Winners
New York Times (January 4)
“President Trump’s decision to authorize the killing of a top Iranian military leader could be the match that sets off a regional conflagration, or it could have only marginal geopolitical impact…. But it is just the latest example of the capricious way in which the president, as commander in chief, has chosen to flex his lethal powers.”
Tags: Authorize, Capricious, Conflagration, Geopolitical, Impact, Iran, Killing, Military, Trump
PBS News Hour (April 15)
President Trump is now “trying to confront a dilemma that haunted his predecessor, Barack Obama. Syria’s seven-year civil war presents few fast or easy solutions for the U.S., yet the geopolitical rivalries at play, the presence of the Islamic State group and other extremists, and the atrocities perpetrated by the Assad government make the situation impossible to ignore.”
Tags: Assad, Atrocities, Civil war, Confront, Dilemma, Extremists, Geopolitical, Islamic State, Obama, Rivalries, Solutions, Syria, Trump, U.S.
Business Times (March 28)
Kim Jong Un’s visit to Beijing “is only the latest sign of moving geopolitical plates over the Korean stand-off. Following spiralling tensions in the peninsula in 2017 over the North’s nuclear weapons and missile programmes, 2018 has brought unexpected, and what could yet prove remarkable, diplomatic respite that has seen a mini-rapprochement between North and South.”
Tags: Beijing, Diplomatic, Geopolitical, Kim, Korea, Missiles, Nuclear weapons, Rapprochement, Stand-off, Tensions
Newsweek (November 1)
“Elon Musk could likely have more influence on America’s future foreign policy than whoever ends up as president” if he delivers on his promise of an all-electric version of his Model S car that matches “the driving distance of a gas-powered sedan at a comparable $30,000 price tag by 2020.” If he can pulls this feat off, “the geopolitical effects will be greater than anything since World War II. Maybe even greater.”
Tags: All electric, Driving distance, Foreign policy, Gas, Geopolitical, Influence, Model, Musk, President, Price, U.S.
