The geopolitical year ahead

• Multiple geopolitical trends are converging
• There could be huge financial market implications
• Investors need to be aware and to prepare

The past two years have seen a major war break out in Ukraine; growing Chinese threats against Taiwan; multiple coups and border disputes in Africa; renewed conflict in the Middle East; and populist political victories around the world.

According to Alasdair Macleod, these should not be viewed as isolated events, as they are all related to a major, historic geopolitical theme: the end of Pax Americana. The implications are likely to impact international monetary and financial market developments in 2024 and beyond.

Alasdair and I are former colleagues, having worked together at independent gold custodian Goldmoney. He joined me last week to discuss his most recent article touching on all of the above.

Click on the image below to watch the video.

Kind regards,

John Butler
Investment Director, Fortune & Freedom