The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis predated the concept of geoeconomic power, or governments’ ability to wield economic might to achieve geopolitical and economic goals. Today, soft power might be giving way to intensifying competition between great powers. Government leaders are increasingly focused on solidifying economic security through trade leverage, tariffs, sanctions and other measures. As a result, potential new investment risks and opportunities are emerging.
This episode of The Outthinking Investor discusses how investors can measure their portfolio’s exposure to geoeconomic shifts, which economies and sectors could benefit amid a realignment in supply chains, whether the US dollar can maintain its global dominance, and investment strategies that could potentially mitigate risk and capitalise on new opportunities.
Our guests are:
Matteo Maggiori, finance professor at the Stanford Graduate School of Business
Joseph Nye, political scientist and former Dean of Harvard University’s Kennedy School of Government
Mehill Marku, Lead Geopolitical Analyst at PGIM
Please click the links below to listen.
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