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Shifting world order: why the new geopolitical landscape matters for investors
While the conflicts in Ukraine and Gaza have surprised many by their length and severity, investors have shown only limited concern with geopolitical developments. After the initial shock created by these conflicts, markets went back to focus on two key factors from the macroeconomic realm: rate cuts and the speed of growth deceleration. Could this sanguine attitude be misplaced? The conflicts currently filling the newswires are symptoms of broader shifts in geopolitical dynamics and the world order we have taken for granted since the end of the Cold War – shifts that have profound implications for equity investors over the longer term.
Allianz Global Investors
Thursday 23rd May 2024
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