geopolitics

This year alone, markets have absorbed geopolitical conflict, volatile energy prices, fiscal concerns, changing expectations for central banks and persistent questions over whether AI is fueling a productivity revolution, or the next bubble.

JP Morgan AM’s Hugh Gimber

Nedgroup Investments survey

Different pace of play

25bps hike priced in later this year

Annual survey

Selective positioning required

Richard Hastings

Deliberate by design

Geopolitics in the driving seat