This post is also available in:
简体中文 (Chinese)
A Goldman Sachs survey showed that geopolitical risks have surpassed inflation as the biggest concern for the market and the global economy this year, with 54% of respondents ranking it as the primary threat.
This marks a significant shift in global market sentiment, with investors now more concerned about tensions between China and Taiwan and the spread of war in Europe and the Middle East than about inflation in past years. Goldman Sachs analysis pointed out that commodities, oil, gold and the Swiss franc are reliable diversification tools under geopolitical uncertainty.
The survey also showed investors were prepared for a possible re-election of Trump, who could trigger a sharp policy reversal in 2025, including higher tariffs and a possible withdrawal from NATO.
(Source: enanyang Image source: freepik)
