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There are 7 item(s) tagged with the keyword "Geopolitics".

Displaying: 1 - 7 of 7

Why healthcare stocks could catch a break this election year

Portfolio Managers Andy Acker and Dan Lyons discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Tags: Janus Henderson, Healthcare, Geopolitics
Russia-Ukraine crisis: talk of war and counting the costs

The Russia-Ukraine crisis is progressing at a rapid pace, and recent developments suggest that a military conflict is increasingly likely. Needless to say, there is a large degree of uncertainty about what form this would take.

Tags: abrdn, inflation, geopolitics, Economic Outlook
The evolution of geopolitical risks

Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. ‘Political risk’ and ‘geopolitical risk’ are terms often used interchangeably, but for analytical purposes, it can be useful to distinguish between the two.

Tags: Cybercrime, Geopolitical risks, Geopolitics, M&G
Stocks, bonds and Brazil's election. Two sides of the same coin

One candidate has been stabbed and a former potential one is in prison. It is not a movie but the run up to a general election in the world’s eighth largest economy, and one that can set the mode for Emerging Markets afterwards. What are the polls telling us and how could bond and stock markets react?

Tags: Brazil, geopolitics
Week in Review: Spring in step

Equity investors enjoyed the spring sunshine this week. The S&P 500 was up 1.4% by Thursday’s close. The FTSE 100 and the FTSE World Europe ex UK indices gained 1.0% and 1.2%, respectively.

Tags: commodities, equities, Europe, geopolitics, global, North America, political risk, UK
Back to Fundamentals

Ten years have now passed since the onset of the global financial crisis (GFC) began. It is easy to forget now how scary that crisis appeared with banks crashing, financial markets plummeting and unemployment rising sharply. But it could have been far worse without the prompt action of central banks around the world.

Tags: crash, geopolitics, active management
Investec: Investment Views Part 1 - Geopolitics

A panel of Investec managers discuss geopolitical events including North Korea, Britain's EU exit and Trump's presidency, and their effect on markets.

Tags: geopolitics, North Korea, Donald Trump, Brexit

Displaying: 1 - 7 of 7