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Hervé Lemahieu

Director of Research at the Lowy Institute. Research interests include strategy and geopolitics, global governance, Australian foreign policy, Southeast Asia and data analysis. Started his career at Oxford Analytica informing government and business policy on geopolitical risk in Asia.

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Nov 21, 2024 • 1h 3min

EVENT: Geopolitics - the bedrock of the new investment order

Jo Masters, Chief Economist at Barrenjoey Capital Partners, brings 25 years of economic insight, while Ben Samild, Chief Investment Officer at the Future Fund, leverages his extensive hedge fund expertise. Hervé Lemahieu, Director of Research at the Lowy Institute, dives into strategic geopolitics. They explore rising geopolitical tensions, the implications of U.S.-China relations, and the impact of political shifts on global markets. The discussion also covers inflation, decarbonization, and the significance of geopolitical risk in shaping investment strategies.