Asset Allocator
How should investors position portfolios as geopolitical tensions reshape markets?
18:52
In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global markets, inflation and economic growth.
He discusses the knock-on effects across commodities and supply chains, from energy markets to materials critical for semiconductor production, and explains why…