EPISODE · Apr 15, 2026 · 24 MIN
Middle East Conflict: Revisiting Investment Strategies and Geopolitical Risk
from Markets Plus · host BMO
To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management, moderated the conversation featuring Katherine Krantz, Managing Director, Portfolio Strategy, BMO Capital Markets and Robert Kavcic, Director and Senior Economist, BMO. Visit BMO for more insights on geopolitical risk, global trade, and growth: https://capitalmarkets.bmo.com/en/cross-border-perspectives/
What this episode covers
To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management, moderated the conversation featuring Katherine Krantz, Managing Director, Portfolio Strategy, BMO Capital Markets and Robert Kavcic, Director and Senior Economist, BMO. Visit BMO for more insights on geopolitical risk, global trade, and growth: https://capitalmarkets.bmo.com/en/cross-border-perspectives/
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Middle East Conflict: Revisiting Investment Strategies and Geopolitical Risk
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