Geopolitical instability and technological transformation boosting tangible assets
The shifting global geopolitical and economic landscape, coupled with doubts about the sustainability of public finances, is making real assets—which governments cannot simply print—increasingly attractive. By Géraldine Sundstrom Investors must be realistic. We live in a world marked by uncertainty, multipolar rivalries, geopolitical instability, and technological transformations and advances. Disruptions to supply chains are mounting, with trade frictions in an economy fragmenting into rival blocs. This is a global transformation…









