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Global Political Analysis

Buy or Bolt Amidst Middle Eastern Sabre-Rattling?

Friday, 11 October 2024, written by Andy Langenkamp

According to Ed Yardeni, past geopolitical crises have almost always been favourable opportunities for stock investors to step in. The current escalation in the Middle East has yet to create such a moment for investors. Is a buying opportunity imminent?

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Previous reports

Will the Middle East blow up the soft landing?

Thursday, 26 September 2024

In the 1970s, oil crises stemming from war in the Middle East contributed greatly to recessions in Europe and the US. Is a similar scenario conceivable now, where the escalating conflict between Israel and Hamas and Hezbollah will rock energy markets?

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Are deglobalisation risks insufficiently priced in?

Thursday, 12 September 2024

Are financial markets looking at the global economy and international politics through overly rose-coloured glasses? Or do investors have X-ray eyes like Superman, seeing right through all the noise and apocalyptic predictions, meaning that prospects for the global economy are positive?

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Where are the safe havens in a world full of political strife?

Thursday, 29 August 2024

Where can investors still find safe havens now that economies like the U.S., the Eurozone, Japan and China may raise doubts due to political risks, among others?

Read more

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Gold bugs harbingers of a massive flight towards safe havens?, 15th October 2024

"But all I hear is doom and gloom, With all is darkness in my room" - Rolling Stones – Doom and Gloom

If we are to believe Donald Trump and Keir Starmer, this song by the old rockers reflects today's world. Trump said..Read more

Five Scenarios for the Middle East Crisis, 3rd October 2024

The Middle East conflict is heating up fast. Israel’s incursion into Lebanon and Iran’s missile strikes on Israeli soil have pushed the region closer to a dangerous tipping point, with some fearing the outbreak of a full-scale war. As Hezbollah, Iran, and Israel remain locked in hostilities, we see several possible outcomes...Read more

 

Also available: Analysis on request & consultancy  

In today’s complex, volatile and interconnected business and investing climate, decision-makers often struggle to effectively sift through the volumes of data about (geo)political, financial and economic risks. With our Global Political Analysis reports and Bi-Weekly insights we filter out the noise and help you understand the political risks on the horizon. For clients in need of customized analysis, monitoring, scenarios and forecasts, we offer various consultancy services and write analyses on request. Feel free to contact our Senior Political Analyst, Andy Langenkamp, to discuss the options.