Geopolitical motivations "can't be ignored" in dramatic market shifts — HANetf
London, UK
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October 18, 2023 06:50 AM Eastern Daylight Time
HANetf Head of Research Tom Bailey visits the Proactive London studio to speak with Thomas Warner about the effect on the world's markets of a recent ramping up of geopolitical tensions and continuing uncertainty over the future of the battle against inflation.
Bailey highlights the noticeable uptick in oil prices in response to recent geopolitical events. He also mentions the growing interest in gold, which often serves as a safe haven during turbulent times, and talks about strong performance of the company's Future of Defence UCITS ETF (NATO). Bailey emphasises that as geopolitical instability intensifies, governments are increasing defence spending and focusing on cybersecurity to protect against emerging threats.
The interview also touched on the return of bipolarity in global politics, with the US and Europe seeking to reduce their reliance on China for key components of clean energy technologies. Bailey discussed the importance of domestic manufacturing and critical materials production in achieving decarbonization goals and reducing geopolitical vulnerabilities.
Overall, the conversation highlighted the complex interplay between geopolitics, defence, clean energy, and critical materials, offering investors insights into potential ETF opportunities in a quickly evolving landscape.
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