Join Michael LoGalbo, CFA, Global Market Strategist for New York Life Investments, John Sitilides, Principal of Trilogy Advisors, LLC, for a discussion on how changing trade policies, armed conflicts, and geopolitical developments are impacting worldwide financial markets.
WEBCAST – Positioning Portfolios Amid Global Power Shifts
Geopolitical risks are no longer just temporary market noise; they are now driving long-term economic and market realignments. The era of U.S.-led globalization – marked by open markets, liberal trade, and geopolitical instability – is giving way to a world defined by great power competition, economic nationalism, and rising conflict. For investors, this shift is critical.
Join us as we unpack the major geopolitical forces redefining markets today, including:
- U.S. – China relations: Results from the recent APEC meeting and Supreme Court IEEPA ruling
- Middle East: AI growth and Europe-South Asia trade via the Middle East
- Russia/Ukraine: Potential escalations and the results of APEC/China on Russia
- U.S. national defense strategy: What the ‘Department of War’ means for U.S. strategy
We’ll conclude with a discussion on portfolio positioning amid regime change and a shifting macro environment.
Accepted for 1 CFP® / IWI / CFA CE Credit