A confluence of economic, social and political developments has spawned a wide spread increase in unrest and instability

Viewpoints Issue No. 02 Geopolitical Warming
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Like water coming to a boil, the world looks to be entering a new, more turbulent phase. The combination of heightened inequality, rising inflation, changing perceptions about the U.S. role in the world, and the fallout from COVID-19 is serving to raise the geopolitical temperature, stirring up simmering tensions that become more visible by the day. Against this backdrop of escalating unrest and instability, investors may need to rethink assumptions and strategies for the period ahead.