Vontobel Now Podcast
Unlock new investment opportunities across all sectors, markets and geographies with the fresh perspectives of the Vontobel Now podcast series.
Join Vontobel’s Dan Scott and Benno Zogg, Eastern Europe Expert and Senior Researcher and Team Leader, Center for Security Studies, ETH, Zurich, to better understand the geopolitical consequences of the conflict and how asset allocation could be reshaped in response. What’s the potential impact on military and economic security, and on energy policies? How could portfolios adapt?
As the tragedy unfolds in Ukraine and threatens peace across Europe, Vontobel’s Dan Scott and Benno Zogg, Eastern Europe Expert and Senior Researcher and Team Leader, Center for Security Studies, ETH, Zurich, outline some of the far-reaching consequences that will impact the geopolitical landscape for many years to come.
From military planning to economic security to energy policy – and more – a deeper understanding of the dynamics at play and future scenarios is essential for investors to plan their portfolios.
In particular, the various macro impacts require a rethink about strategies, priorities and asset allocation.