Great power and emerging market shifts in the global order – New York Life Investments – 10.25.23

Summary:

Now On Demand

The global economy is witnessing a shift in world order. For instance, developing and emerging BRICS nations are looking to expand their informal political network to build institutions independent of the G7 bloc and wean their respective economies from the dominance of the U.S. dollar. As the U.S. promotes the establishment of alternate “near-shore” supply chains on sensitive trade sectors, such as semiconductor manufacturing, China continues to increase its focus on domestic economic and security issues. And as geopolitical tensions worsen with North Korea and Iran, particularly around their nuclear weapons programs, 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:

• Developing nations determination to challenge Western dominance of the international trading system.
• Tightening of Communist Party control over China’s economic and financial sectors.
• Re-emergence of Middle East geopolitics underscoring the region’s dominance of global energy markets and the fragility in upholding international nuclear proliferation initiatives.
• Renewed strategic planning in Washington, Brussels, Tokyo, and Seoul to reshape Western security against Russian, Chinese, Iranian, and North Korean confrontation.

Speakers:

Rob is the Head of Internal Sales and Strategic Initiatives. Prior to his current role, Rob served as an Advisor Consultant for 10 years 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 strategist for New York Life’s Multi-Asset Solutions team, which manages approximately $10 billion in client solutions, as of 9/30/23. Her work focuses on mapping global economic and geopolitical trends to actionable investment insights.