Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio
Onramp Media
00:00
Geopolitics and Investment Strategies
This chapter explores the integration of geopolitical insights into investment strategies, emphasizing its growing importance in today's global landscape. The speakers reflect on their backgrounds and the evolution of capital allocation approaches, highlighting the shift towards data-driven decision-making. They discuss the balance between protecting investments and seizing opportunities amid geopolitical volatility, advocating for a flexible and informed investment philosophy.
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