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Swiss Re's Velina Peneva on the Business of Reinsurance

Masters in Business

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Investment Strategies Amid Geopolitical Tensions

This chapter explores the influence of ongoing geopolitical conflicts on long-term investment strategies, suggesting that while market shocks occur, broader trends should guide decisions. The discussion emphasizes the importance of adapting investment approaches in the face of uncertainty and highlights opportunities in infrastructure debt and private markets. Additionally, the chapter touches on personal influences and literary themes that shape the speakers' perspectives on investing and human behavior.

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