In our fast-evolving world, global events influence the financial landscape in unprecedented ways. Join us as we speak to Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors to unpack the influence of geopolitics on the world of investing.
This episode offers insights on navigating global trends, from shifting alliances to economic policies. Discover how these dynamics shape both short- and long-term investment strategies and gain a clearer perspective on geopolitical risks and opportunities. Tune in to learn how global power shifts and policy trends are impacting markets today and what investors should consider in this complex environment.
On the longer-term horizon, we are in an era of geopolitical fragmentation and that fragmentation is not linear. It moves in fits and bobs, and it’s uneven. Mapping that path and charting it, that is important. The big conclusion is that it’s inflationary.
Elliot Hentov, Head of Macro Policy Research, State Street Global Advisors
For the next five years, what really matters is the US and China relationship. That’s been driving fragmentation. The speed, direction, nature of that fragmentation and where that relationship goes, the rest of the world’s economic and geopolitical fates will follow.
Elliot Hentov, Head of Macro Policy Research, State Street Global Advisors
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