The New Geopolitical Disorder: What It Means for Investors | The Long & Short Ep. 1

Description 

The global order is changing — but what does that actually mean for investors? 

In Episode 1 of The Long & Short, Ivan Yates and Alan O’Sullivan examine the emergence of a more multipolar world, the decline of the post-war global order, and the growing influence of geopolitics on markets and investment decisions. 

From the rise of China and Russia to Trump, tariffs, deglobalisation and European security, Ivan and Alan explore the major forces reshaping the global economy — and ask whether investors should react to geopolitical risk or simply stay invested and look through the noise. 

They discuss: 

• The shift from a US-led unipolar world to multipolarity
 • China, Russia and competing spheres of influence
 • The risk of wider global conflict
 • Trump, Iran and the changing role of the United States
 • Deglobalisation, reshoring and the implications for inflation
 • Defence, aerospace and energy-security investment opportunities
 • China’s demographic challenge
 • Ireland’s exposure to changes in global trade and European security
 • How investors should approach geopolitical risk 

Watch our full interview with Louis-Vincent Gave:
https://youtu.be/VZoV6Nd_wNc?si=9rN5rDZcHTGv-bgK 

Watch our full interview with Matt Gertken:
https://youtu.be/Dp5eLCgyXzA?si=v3g3G8wcZw5ZlIrn 

The Long & Short brings together politics, economics and markets, with Ivan Yates and Dr Alan O’Sullivan examining the major issues shaping the investment landscape. 

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