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EVENT: Geopolitics - the bedrock of the new investment order

Lowy Institute

CHAPTER

Geopolitics and Investment Strategy

This chapter examines the critical interplay between geopolitical analysis and investment decisions, emphasizing the necessity of scenario planning and risk evaluation. It discusses the implications of various economic strategies on capital markets while reflecting on the pressing fiscal challenges faced by the U.S. and allied nations post-pandemic. The conversation includes insights on the influence of defense spending and corporate lobbying on economic resilience and investment viability in a changing global landscape.

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