Investment Perspectives from RSMR

Strategies for Geopolitical Uncertainty: Investing in a World on Edge

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?