Political regimes around the world are stuck in a series of dead-ends and despair. Most importantly, the China-US relationship has hit a brick wall as their fundamentally different values and interests clash. Deterrents and robust policy is the only way forward, says Stephen Kotkin, professor in history and international affairs, Princeton University.
Professor Stephen Kotkin stops to consider the rollercoaster ride in politics, leadership and policy making that we have seen globally over the past few months. Who will win? What does the future look like? And how will the global economy restructure for survival?
In this Fiduciary Investors series podcast Amanda White talks to Iain Begg, Professsorial Research Fellow at the European Institute, London School of Economics and Political Science, about the economic and social turmoil of COVID-19 and the robustness of the EU to deal with this economically.
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.