Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss:
- How geopolitics is now a major driver of markets and portfolio risk
- Competing global blocs, especially US–China tensions, and how they are reshaping asset allocation
- How US regional focus and supply-chain shifts are changing emerging market dynamics
- Key market influences such as Europe, energy security and climate policy
- Rising geopolitical risk and how it is renewing focus on active management
