Navigating the Investment Landscape Breakout: Markets and Politics: When Power Sets the Price

Politics is in the price. Focus on what matters: the power shifts moving markets. Wei Li (BlackRock), Johanna Kyrklund (Schroders), and Anna Rosenberg (Amundi) clarify what’s material across US–China tech rivalry, supply chain rewiring, America first policies, energy risk, and Europe’s political cycle - so advisers know what to watch, what to ignore, and where to lean.