Episode 42: Geopolitics, The New Risk Factor

Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss: How geopolitics is now a major driver of markets and portfolio riskCompeting global blocs, especially US–China tensions, and how they are reshaping asset allocationHow US regional focus and supply-chain shifts are changing emerging market dynamicsKey market influences such as Europe, energy security and climate policyRising geopolitical risk and how it is renewing focus on active management