Geopolitical Dynamics — The West Versus The Rest
Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing particularly on the interplay between the West and the rest. Rashaad highlights the significant role Asia has played in driving global economic growth over recent decades, while also noting the substantial contribution of the technology sector in Western nations to this growth.
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Insights
05 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…
04 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
January was a stark reminder for investors that geopolitics is more than background noise. The year started with a geopolitical bang and the world’s risk premium rose. Markets advanced through much of the month,…