IMAP Podcast Series - Independent Thought

Episode 42: Geopolitics, The New Risk Factor


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Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss: 

  • How geopolitics is now a major driver of markets and portfolio risk
  • Competing global blocs, especially US–China tensions, and how they are reshaping asset allocation
  • How US regional focus and supply-chain shifts are changing emerging market dynamics
  • Key market influences such as Europe, energy security and climate policy
  • Rising geopolitical risk and how it is renewing focus on active management
...more
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IMAP Podcast Series - Independent ThoughtBy IMAP