Weekly Market Compass: No. 13, Geopolitical Risk Sets The Pace
Seeking Alpha·2026-03-27 22:56
The past week has seen stock markets experience strong swings due to geopolitical events in the Middle East. The key event of the week could be President Trump's announcement that he will suspend attacks onI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and r ...