Robert Wojehowski, Director, and Lauren Goodwin, CFA, Chief Market Strategist at New York Life Investments are joined by John Sitilides, Principal, Trilogy Advisors, for a discussion on geopolitical risks and the portfolio allocations that could potentially reduce downside risks.
WEBCAST – Investment Implications of an Increasingly Fragile World Order
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