SPLV - Evolving Geopolitics Create Opportunities
2024-07-17 08:12:00 ET
Summary
- Geopolitical conflicts are multiplying, and the spectre of recession is omnipresent in Europe and the United States.
- We’re in the early stages of an AI revolution, and investment spend on everything related to its buildout is at levels not seen in decades.
- Every geopolitical change presents opportunities to someone, somewhere.
A steady diet of daily news can make one believe that the world is falling off a cliff. Geopolitical conflicts are multiplying, and the spectre of recession is omnipresent in Europe and the United States. Yet, equity markets are performing quite well globally, so there may be a disconnect between geopolitical narrative and economic reality....
Evolving Geopolitics Create Opportunities