Investment themes in a polarizing world

Low with the South Caucus in the spotlight, military conflict danger

According to David Woo’s analysis of survey data from conflict-affected nations, there is less hope that the intensity of military conflict will increase over the next few days. But, as Azerbaijan launched a military operation against Nagorno-Karabakh, tensions are rising in the South Caucasus.

elements of investment in a divided world

David Woo and Scott Foster focus on a variety of investment options related to issues like areas, the tech competition for electric automobiles and semiconductors, reduced need for US Treasuries by BRICS central bankers.

Ukraine signals the transition from an offensive to a protective stance.

Due to a number of factors, such as the lack of trained soldiers, an abundance of ammunition, affected weather protection, and Russia’s heat superiority, James Davis observes signs of Ukrainian troops switching from offensive to defensive operations. The possibility of rising conflicts still exists, though.