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Showing 1 - 10 of 47 results for "Geopolitics"

Investors thrust into rules of the 'jungle': Economist

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... Association (SIAA) Conference that it is a difficult time for investors who are trying to digest the tumult triggered by the geopolitics of the day. "For us, we're trying to distil what is noise here and what is signal. We know that geopolitics is ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... disruption in the Strait of Hormuz has markets oscillating between risk-on reflation and risk-off inflation, with geopolitics setting the tempo and regime transitions compressing the time practices have to respond. "After more than three decades in markets ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... is now doing the same for global energy self-sufficiency, while fracturing the US security umbrella and embedding geopolitics as a structural driver of asset prices rather than an episodic risk to be faded," he said. "As a response investor flows have ...

US exceptionalism may have peaked: ART

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... Our world is more ripe for disruption, whether those disruptions are caused by technology or by climate change or by geopolitics. This is a world where we're going to see more frequent and more severe disruptions," Parker said. "We also think this ...

US and Israel strike Iran: What it means for investors

ELIZA BAVIN  |  MONDAY, 2 MAR 2026
... periods of broader macro vulnerability. "In this context, oil prices are the most important transmission mechanism from geopolitics to the real economy," she said. "From a supply-demand perspective, oil markets currently appear reasonably well supported. ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... majority ownership positions, while 40% invest through fund-of-funds strategies, and 35% invest through evergreen funds. Geopolitics tops family offices' concerns as 74% view it as a significant investment risk, followed by trade policy and tariffs (60%) ...

Brighter Super names chief investment officer

ANGELIQUE MINAS  |  WEDNESDAY, 28 JAN 2026
... exceptional judgement, a strong international perspective and deep investment experience at a me when global markets and geopolitics are becoming increasingly complex." "I am confident his leadership will strengthen Brighter Super's ability to navigate ...

Global trade a patchwork of relationships, regional priorities: Analysis

ANGELIQUE MINAS  |  FRIDAY, 9 JAN 2026
... the US-Mexico-Canada Agreement in 2026. BCG managing director and senior partner, global leader for the Center for Geopolitics, and report co-author Marc Gilbert said: "Global trade isn't retreating, it's reorganising." "Leaders who embed geopolitics ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
... volatility, Nunez warns sentiment could shift rapidly. "If you think about what is going on in the world in terms of geopolitics and the US economy, there is a lot of volatility at the moment," she says. "As an investor, you would be mindful to think ...

Resilience more important than growth: Arndt

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... of traditional portfolio construction in the current volatile environment and highlighted the foundational role of geopolitics in shaping investor outcomes." Arndt said that while a traditional response to uncertain times might be to build resilience ...
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