Sort content by
Risk

Kotkin warns of Ukraine break up as key geopolitical risk

It is not war between Russia and Ukraine that investors should be concerned about, according to Professor Stephen Kotkin, but the destabilising effects of Russia’s actions that could impact globalisation and harm the west. Watch this video interview with Princeton University's geopolitical expert.
Investor Profile

UTIMCO harvests SPAC boom

UTIMCO's new CIO Rich Hall talks at the December board meeting about the profits the fund has found in SPACs, adding that UTIMCO is currently deploying strategies to arbitrage the market where Hall estimates there are still around 500 SPACs looking for acquisition targets.
Fiduciary Investors Series

Is China’s growing influence a threat or opportunity?

China is a simultaneous threat and an opportunity for investors. This discussion looks at how to navigate a worsening geopolitical situation and what it means for economic growth. Is the current course a steady state, or are big shocks, for the better or for the worse, possible and even likely? Geopolitical expert, Professor Stephen Kotkin, examines what lies ahead for investors.
<1of11>