Strategies for Geopolitical Uncertainty: Investing in a World on Edge

from Investment Perspectives from RSMR · host RSMR

If the last few months have shown us anything, it’s that geopolitics are playing a bigger role in financial markets than ever before. Whether it’s escalating tensions in the Middle East or the long-running fallout from the war in Ukraine, global events are having a real and immediate impact on markets - and by extension, on investment portfolios.What role do geopolitics play in markets? How economically sensitive is the Strait of Hormuz?What's happening in energy markets?What could tension in the Middle East mean for future inflation?What does this mean for portfolios?

What this episode covers

If the last few months have shown us anything, it’s that geopolitics are playing a bigger role in financial markets than ever before. Whether it’s escalating tensions in the Middle East or the long-running fallout from the war in Ukraine, global events are having a real and immediate impact on markets - and by extension, on investment portfolios. What role do geopolitics play in markets? How economically sensitive is the Strait of Hormuz?What's happening in energy markets?What could tens...

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Strategies for Geopolitical Uncertainty: Investing in a World on Edge

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This episode is 8 minutes long.

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This episode was published on June 26, 2025.

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