The disconnect between geopolitics and markets episode artwork

EPISODE · Apr 26, 2026 · 15 MIN

The disconnect between geopolitics and markets

from The Bulletin with UBS · host Monocle

Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.See omnystudio.com/listener for privacy information.

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The disconnect between geopolitics and markets

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This episode was published on April 26, 2026.

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Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.See...

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