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Fragile Ceasefire: Are Markets Complacent?

Many Happy Returns

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Geopolitical Risks and Energy Transition Insights

This chapter delves into the effects of geopolitical tensions in the Middle East on global stock markets and the UK's energy dependence. It highlights the urgency of transitioning to renewable energy to counteract the adverse impacts on corporate earnings and energy prices, while also discussing historical oil shocks and the importance of tail risk hedging.

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