The Lowy Institute

On Tuesday 12 November our Lowy Institute experts and senior investment leaders discussed key geopolitical risks and trends, and the impacts on financial markets and investment portfolios.‍Rising geopolitical tensions are testing the resilience of global businesses and challenging existing growth strategies.  Conflict in Europe and the Middle East and escalating US–China competition have the attention of business leaders. Moreover, 2024 is the year of national elections, with more than 60 countries and nearly 50 percent of the global population heading to the polls. Business leaders increasingly see geopolitics as a major risk to global growth and view political transitions as the leading emergent risk.‍Our panellists considered major paradigm shifts including inflation regimes, climate and decarbonisation, technology disruption, populism, deglobalisation and changing asset class correlations. They also discussed the consequences of these shifts for Australia, Asia and the world.‍Sam Roggeveen will convene th