Post by Graeme Brown
Executive Director - Head of UK Strategic Partners & Regional Sales @ UBS Asset Management
Markets look calm. The world doesn’t. In this article, Klaas Knot (former Governor of De Nederlandsche Bank) outlines why investors may be tuning out chronic geopolitical risk, and where vulnerabilities could be building beneath the surface. Highlights: • Why the USD’s reserve status won’t erode “by default” • The US AI investment boom and the growing role of wealth effects in consumption • Europe’s long-term drag: fragmentation inside the single market • Risk migrating beyond banks • Gold’s renewed role as a hedge in scenarios where correlations can break Read more on :https://lnkd.in/eM7_MW9f #ShareUBS #AssetManagement #TheRedThread #Geopolitics #MonetaryPolicy #AI #Macro #Markets
