When financial and geopolitical waves collide
We are living in a ‘barbell’ world where international threat meets technological opportunity
We are living in a ‘barbell’ world where international threat meets technological opportunity

The market’s calm in the face of war is beginning to crack

Markets have shrugged off everything from geopolitics to financial crises

But it relies on a host of rosy assumptions going in investors’ favour

Investors risk being too complacent about war in the Middle East

Damage caused by US tariffs has so far been muted but that won’t last

Sometimes we forget to acknowledge our multiple identities