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Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Geopolitical Shifts in Investment

This chapter explores how recent geopolitical events are reshaping asset allocation strategies for long-term investors, emphasizing a shift towards commodities in an inflationary environment. The discussion also highlights the strategic importance of navigating global supply chain dynamics, energy transitions, and the implications of political tensions on oil markets and investment choices.

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