“Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity. The global economy is undergoing seismic shifts. Headlines about trade wars, political instability and inflation are more than passing concerns—they signal a fundamental transformation in how markets operate and interact. As the tectonic plates of international finance and politics continue to shift, investors both heightened risks and new opportunities. These six themes may offer a roadmap for understanding this evolving environment.”
Morten W. Langer


