VanEck's model portfolios are trimming stock positions and repositioning commodities as geopolitical shocks resurface and inflation pressures climb. (Read More) ... .
Renewed hopes of a diplomatic resolution between the U.S. and Iran, along with a 10-day ceasefire between Israel and Lebanon, have materially improved global risk appetite, a market analyst said ....
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) The coming week brings a heavy slate of catalysts, starting with an expiring geopolitical ceasefire and ongoing blockades that could keep energy and precious metals heavily in focus ...Disclaimer ... (noodl. 131027656) .
) Sadek Wahba joins Infrastructure Investor to discuss AI infrastructure, geopolitical risk, energy security, resilience, and the evolving role of private wealth in infrastructure ... [...] ... Disclaimer ... (noodl.
) The picture also varies widely across sectors. Electrical engineering and ICT are clearly leading the way, supported by strong demand linked to AI and electrification ... [...] ... Disclaimer ... (noodl.