geopolitics

FIS Stanford 2018

China’s enticing, challenging market

Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.

Sarah RundellOctober 12, 2018

Events

IFSWF marks rise of protectionism

As the International Forum of Sovereign Wealth Funds’ Santiago Principles turn 10, the executive director of the State Oil Fund of Azerbaijan says threats to the free flow of capital loom.

Amanda WhiteSeptember 20, 2018

FIS Digital – June 2020

Kotkin weighs in on geopolitical risks

Global tensions are an important consideration in decision-making. At a recent roundtable, geopolitical expert professor Stephen Kotkin discussed the risks related to China and the US.

Amanda WhiteJuly 5, 2018

Uncategorised posts

On the geopolitical horizon

It’s impossible for asset owners to predict the year’s geopolitical upsets. Diversification will be the key to a resilient portfolio.

Dan PurvesMarch 2, 2017

Opinion

Brexit and institutional investors

What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.

Stephen KotkinJuly 15, 2016