Geopolitics are difficult for investors to navigate. Often, they are not of immediate relevance, but sometimes, they can catch investors off guard – like the Russan invasion of Ukraine. The question for markets, as per Jupiter Asset Management, is: “Do geopolitics really matter, or are they merely investment wallpaper, always in view in the background but seldom diverting?”
In a recent review on geopolitics, Alastair Irvine, Investment Director, Independent Funds/Merlin, at Jupiter, evaluates the global situation, considering it to be the most dangerous in at least forty years, and explores the implications for investments.
Irvine, for example, touches on whether World War Three is possible following Russia’s invasion of Ukraine. In this regard, he assesses the role of NATO, Europe and the United States, also under a potential second Trump presidency.
“A second-term Trump would potentially have far-reaching geopolitical and economic effects. But unlike 2016 and his win, and 2020 and his refusal to leave, in 2024 there are many fewer outright surprises with Trump,” opines Irvine.
Read the full analysis here.
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