Thinking about geopolitics

Is 2024 the year of geopolitics? It certainly feels as if risks lurk around every corner, and investors are bombarded by scary headlines daily. Of course, that is much better than being hit by actual bombs, something we’ve seen not only in Gaza in recent weeks but also in other parts of the Middle East, including the Red Sea, Iran, Iraq, Pakistan and Jordan. The ongoing loss of life is tragic, and we must ask whether these separate but interrelated conflicts are escalating to a point where the global economy is severely impacted.

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