T. Rowe Price's Vohora on geopolitics: Ushering in a new era of security

'Energy trilemma'

clock • 4 min read
Ritu Vohora of T. Rowe Price
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Ritu Vohora of T. Rowe Price

We are faced with a disrupted global economy, recovering from a pandemic and are now in the throes of a war.

While we hope for a near-term solution to the crisis in Ukraine, the ramifications of the invasion have the potential to be disruptive over many years - ushering in a new era of security. The past decade has been dominated by the FAANG (Facebook, Apple, Amazon, Netflix, Google) digital giants who continued to thrive during the pandemic, but rising rates have seen their fortunes change. FAANG 2.0 (fuels, aerospace, agriculture, nuclear and renewables, gold and metals/minerals) has now arrived to reflect a changing world and could drive the next secular winners, given a renewed focus on th...

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