Catherine Kress

Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-head of systematic equities at BlackRock, dive into the complex interplay of AI and global politics. They discuss how rapid AI advancements are reshaping investment landscapes and influencing geopolitical power dynamics, particularly between the U.S. and China. The conversation highlights the regulatory responses to AI challenges and the evolving investment strategies necessary to navigate these shifting sands, emphasizing the need for adaptability in an uncertain world.

Glenn Purves, Global Head of Macro at BlackRock, and Catherine Kress, Head of Geopolitical Research at BlackRock, dive deep into the recent U.S. tariffs impacting global markets. They discuss how these tariffs stir market volatility and raise inflation concerns. The duo unpacks the vital effects on U.S. companies and supply chains, while analyzing the broader geopolitical landscape, particularly U.S.-China relations. They highlight new investment opportunities amidst these changing dynamics and share insights on navigating this complex economic terrain.

In this engaging discussion, Catherine Kress, the Head of Geopolitical Research and Strategy at BlackRock, dives into the significant outcomes of the 2024 US elections. She highlights how these results could shake up markets and shape investor strategies in a time of volatility. Kress examines key shifts in fiscal policy and trade under a potential Republican government. She also presents insights on market reactions and shares valuable advice for navigating investments amidst uncertainty and global trends.