Geopolitical crises have generally caused only fleeting market setbacks. But could the US-Israeli airstrikes on Iran be among a handful of historic exceptions? Disruptions to oil and gas flows out of the Middle East could be especially damaging for Europe, where reliance on imported energy is high. And this is just part of a historic overhaul of US foreign policy under President Trump that has forced Europe to consider a more independent defense policy. To unpack the implications, hosts Christopher Swann and Belinda Peeters are joined by the CIO’s top geopolitical thinkers, Dirk Effenberger and Kurt Reiman. Will the shockwaves fade, or are we entering a period of sustained disruption? And how can investors navigate these troubled waters?
