Are markets mispricing a fractured world?

2026 has started with a bang. Geopolitical risks are piling up - from US military intervention in Venezuela to fresh threats across the Americas, Iran, and even Greenland. And if that wasn’t enough, the US administration’s globally destabilising attack on the Federal Reserve has added another layer of chaos to the start of the year. Yet markets remain remarkably calm. And that’s the real danger. The quieter things look on the surface, especially with this many flashpoints building underneath, the more violent the eventual break tends to be.

Disclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.