{"id":119651,"date":"2025-06-18T21:51:44","date_gmt":"2025-06-19T01:51:44","guid":{"rendered":"https:\/\/www.bloomberg.com\/professional\/insights\/regional-analysis\/how-to-invest-in-the-new-geopolitical-era\/"},"modified":"2025-06-18T21:51:44","modified_gmt":"2025-06-19T01:51:44","slug":"how-to-invest-in-the-new-geopolitical-era","status":"publish","type":[3765],"link":"https:\/\/www.bloomberg.com\/professional\/insights\/regional-analysis\/how-to-invest-in-the-new-geopolitical-era\/","title":{"rendered":"How to Invest in the New Geopolitical Era"},"content":{"rendered":"<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row bg--white  text--black row-padding--bottom-none bbg-row--full-bg-bleed\" data-anchor='row-6a08ff3051b5b'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column\"\n    style=\"\"\n    >\n    <p>    <h1 class=\"bbg-metadata bbg-metadata--title\">How to Invest in the New Geopolitical Era<\/h1>\n<div\n    class=\"bbg-spacer bbg-spacer--lg\"\n    >\n<\/div>    <ul class=\"bbg-categories_list\">\n                    <li>\n                <a href=\"https:\/\/www.bloomberg.com\/professional\/insights\/category\/markets\/\" rel=\"category tag\">\n                    Markets\n                <\/a>\n            <\/li>\n                    <li>\n                <a href=\"https:\/\/www.bloomberg.com\/professional\/insights\/category\/regional-analysis\/\" rel=\"category tag\">\n                    Regional Analysis\n                <\/a>\n            <\/li>\n            <\/ul>\n<div\n    class=\"bbg-spacer bbg-spacer--lg\"\n    >\n<\/div>    <p class=\"bbg-metadata bbg-metadata--date\">June 18, 2025<\/p>\n<div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p class=\"small\"><strong>Bloomberg Intelligence Podcast<\/strong><\/p>\n\n<\/div>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row  text--black row-padding--top-none row-padding--bottom-none bbg-row--full-bg-bleed\" data-anchor='row-6a08ff30589d8'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <p><div\n    class=\"bbg-column bbg-column--width-2 bbg-column--valign-middle bbg-column--m-width-4 bbg-column--s-width-2\"\n    style=\"\"\n    >\n    <div id=\"\" class=\"wpb_content_element bbg-single-image align-left\">\n    <figure class=\"bbg-single-image__figure\" style=\"max-width:100%\">\n                <img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&amp;type=webp&amp;url=https:\/\/assets.bbhub.io\/professional\/sites\/41\/asia-centric-v2.jpg\" class=\"bbg-single-image__image attachment-full\" alt=\"\" title=\"asia-centric-v2\" srcset=\"https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&amp;type=webp&amp;url=https:\/\/assets.bbhub.io\/professional\/sites\/41\/asia-centric-v2.jpg 800w, https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&amp;type=webp&amp;url=https:\/\/assets.bbhub.io\/professional\/sites\/41\/asia-centric-v2.jpg 552w, https:\/\/assets.bbhub.io\/image\/v1\/resize?width=auto&amp;type=webp&amp;url=https:\/\/assets.bbhub.io\/professional\/sites\/41\/asia-centric-v2.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/>\n        \n            <\/figure>\n<\/div>\n\n<div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p style=\"font-size: 18px; font-weight: 600; margin-top: -55px;\">Listen on<\/p>\n<div class=\"flexbox\">\n<div><\/div>\n<div><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/how-to-invest-in-the-new-geopolitical-era\/id1660129416?i=1000713492820\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/assets.bbhub.io\/professional\/sites\/41\/Apple-podcast.svg\" alt=\"\" width=\"32\" height=\"32\" \/><\/a><\/div>\n<div><a href=\"https:\/\/open.spotify.com\/episode\/3CXdZ312SaPjfESZm8lo4m\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/assets.bbhub.io\/professional\/sites\/41\/Spotify.svg\" alt=\"\" width=\"32\" height=\"32\" \/><\/a><\/div>\n<\/div>\n<div><\/div>\n\n<\/div>\n\n<\/div><div\n    class=\"bbg-column bbg-column--width-1 bbg-column--valign-middle\"\n    style=\"\"\n    >\n    \n<\/div><div\n    class=\"bbg-column bbg-column--width-8 bbg-column--valign-middle\"\n    style=\"\"\n    >\n    <div\n  class=\"bb-audio\"\n  data-title=\"The huge political and economic shifts taking place amid US President Donald Trump&#039;s global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.\"\n  data-state=\"fresh\"\n  data-audio-url=\"https:\/\/assets.bbhub.io\/professional\/sites\/41\/marko_mixdown.mp3\"\n  data-label-desc=\"for The huge political and economic shifts taking place amid US President Donald Trump&#039;s global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.\"\n  data-controls-class=\"no-controls\"\n  data-custom-controls-background=\"fill\"\n  data-theme=\"light-mode\"\n  data-progress=\"0\">\n<\/div>\n\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row bg--white  text--black row-padding--top-none bbg-row--full-bg-bleed\" data-anchor='row-6a08ff305ff64'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <p><div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<p><strong>Overview<\/strong><\/p>\n\n<\/div>\n<div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<div class=\"xgmjVLxjqfcXK5BV_XyN\">\n<p>The huge political and economic shifts taking place amid US President Donald Trump&#8217;s global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. JPMorgan, for instance, has just launched a Center for Geopolitics, as companies become more reluctant to simply rely on business models and financial experience.<\/p>\n<p>Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.<\/p>\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n                    <\/div>\n    <\/section>\n<\/div>\n\n<div  class=\"bbg-row-container\">\n    <section class=\"bbg-row bg--gray  text--black bbg-row--full-bg-bleed\" data-anchor='row-6a08ff3061a2a'>\n        \n        \n        <div\n            class=\"bbg-row--content\"\n                    >\n            \n            <p><div\n    class=\"bbg-column bbg-column--width-8\"\n    style=\"\"\n    >\n    <div\n\tclass=\"bb-wysiwyg\"\n\t\t>\n\t<h3>More episodes from <a href=\"https:\/\/www.bloomberg.com\/podcasts\/series\/bloomberg-intelligence\/\">Bloomberg Intelligence<\/a><\/h3>\n\n<\/div>\n\n\n<\/div><div\n    class=\"bbg-column bbg-column--width-4 bbg-column--halign-right\"\n    style=\"\"\n    >\n    \n<div\n  id=\"cta_4813404615189399357\"\n  class=\"wpb_content_element bbg-cta icon icon-arrow\">\n  <style>\n    \n    #cta_4813404615189399357.bbg-cta .bbg-cta-link.link-holder .bbg-cta-link {\n\tcolor: #000000 !important;\n}\n\n#cta_4813404615189399357.bbg-cta .bbg-cta-button__icon-right::after {\n\tcolor: #000000 !important;\n}\n\n#cta_4813404615189399357.bbg-cta .bbg-cta-button__icon-left::before {\n\tcolor: #000000 !important;\n}\n\n#cta_4813404615189399357.bbg-cta .bbg-cta-link.link-holder .bbg-cta-link:after {\n\tbackground-color: #000000 !important;\n}\n    #cta_4813404615189399357.bbg-cta .bbg-cta-link.link-holder .bbg-cta-link:hover {\n\tcolor: #0062dd !important;\n}\n\n#cta_4813404615189399357.bbg-cta .bbg-cta-link.link-holder 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Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.<\/p>\n","protected":false},"author":1974,"featured_media":92518,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"template-podcast.php","format":"standard","meta":{"_yoast_wpseo_primary_category":"534","footnotes":""},"categories":[453,534],"tags":[776,3685],"series":[3751],"class_list":["post-119651","post","type-post","status-publish","format-standard","hentry","category-markets","category-regional-analysis","tag-analyst","tag-asia-centric-podcast","post_series-asia-centric","type-podcast"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Invest in the New Geopolitical Era | Insights | Bloomberg Professional Services<\/title>\n<meta name=\"description\" content=\"The huge political and economic shifts taking place amid US President Donald Trump&#039;s global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bloomberg.com\/professional\/insights\/regional-analysis\/how-to-invest-in-the-new-geopolitical-era\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Invest in the New Geopolitical Era | Insights | Bloomberg Professional Services\" \/>\n<meta property=\"og:description\" content=\"The huge political and economic shifts taking place amid US President Donald Trump&#039;s global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. 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