Investment Implications of an Increasingly Fragile World Order – 5.17.24 – NYL Investments

Summary:

The situation in the Middle East has been greatly intensifying, especially now that Iran has formally engaged Israel. This is in addition to threats made by terrorist groups in the region, who have been targeting northern Israeli cities and causing shipping delays in the Red Sea. As tensions continue to grow, and the U.S. and G7 countries look to de-escalate the situation, the global landscape remains on high alert as it waits to see what is to come next.

Tensions also continue to remain high in Eastern Europe between Russia and Ukraine, as well as in the South China Sea where China has increased its naval and air operations around and within Taiwan’s territory. And with this being a key election year for shaping the future of diplomacy and commerce across such countries as India, Mexico, the European Union, and the U.S., monitoring geopolitical risks and international exposure has never been more important—especially when attempting to maintain a resilient portfolio.

At New York Life Investments, we are built on a legacy of managing volatility. Therefore, we have partnered with John Sitilides, diplomacy coordinator to the U.S. Department of State and geopolitical strategist at Trilogy Advisors, to help you better understand what these geopolitical shifts mean for your clients’ portfolios.

Join us for a live webcast to learn more about:

• Iran’s continued escalation of its land- and sea-based terror and conflict across the Middle East through its proxies, militias, and terrorists.
• Hezbollah’s targeting of northern Israeli cities and towns, while Houthi rebels in Yemen attack ships in the Red Sea―disrupting global shipping lanes and supply chains.
• Russia’s intensified military campaign against Ukraine, mobilizing additional troops and armor, and putting its industrial base into war production mode.
• China’s increased naval and air operations around and within Taiwan’s territory, as it menaces Japanese and Filipino forces in international waters.
• Elections in India, Mexico, and the European Union that will shape the future of diplomacy and commerce in their regions and beyond.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Rob is the Head of In-Market Regional Advisor Consultants. Prior to his current role, Rob served as the Head of Internal Sales and Strategic Initiatives and had been an Advisor Consultant based in Houston, Texas. He holds a B.A. from Fordham University and a Master’s from the University of Texas.

John is a Washington D.C. geopolitical strategist, diplomacy coordinator to the U.S. Department of State (under contract), and Senior Fellow for National Security at the Foreign Policy Research Institute. He shares his insights into U.S. and global risk trends and international threat assessments through customized briefings designed to explore the complex political and geo-economic decisions that impact global markets.

Lauren is an economist and the Chief Market Strategist at New York Life Investments. She leads the firm’s Global Market Strategy team, and is responsible for economic and market research, asset allocation, and thought leadership to empower investment decision-making.