In The HotSeat – Governments are Back in Business

01:22 Investment Trust News 15:40 Introductions with Keith Craig 16:30 The role of governments before and then during the financial crisis 18:30 The risk of investing in developed markets 21:11 The US-China relationship 27:35 The China Standards 2035 initiative 29:40 Will there be a war with Taiwan? 34:54 The current arms race 37:00 The impact of Russia on China 40:30 The longer-term impact of the Iran war 44:00 The impact of UK governance on UK growth Governments are back in business. For decades, investors largely treated political risk as something that mattered in emerging markets. Today, it is increasingly shaping outcomes in developed economies too. Trade wars. Industrial policy. Tariffs. Defence spending. Energy security. Regulation. The growing strategic competition between the United States and China. Politics is no longer operating in the background of markets, it is becoming one of the key drivers. In this live discussion, we are joined by Keith Craig, founder of The Sunday Briefing, to explore how geopolitics is reshaping the investment landscape and why investors may need to rethink how they assess risk and opportunity. Topics include: • Why political decisions are having a greater influence on investment returns • The US-China relationship and its implications for global markets • Why developed markets now face risks once associated with emerging markets • The return of industrial policy and economic nationalism • How geopolitical developments may impact investment trusts and long-term portfolios • What investors should be watching over the next decade Keith brings a unique perspective shaped by a career spanning intelligence, strategic analysis and geopolitics, offering insights that go beyond traditional market commentary. Whether you're an investor, wealth manager, adviser or simply interested in how global events shape financial markets, this conversation will provide a different lens through which to understand today's investment environment. Guest: Keith Craig Founder, The Sunday Briefing Subscribe for more conversations on investment trusts, markets, asset allocation and the forces shaping long-term returns. For more information on Sunday Briefing: https://sundaybriefing.com/ Visit QuotedData.com: http://www.quoteddata.com For QuotedData Events visit: http://www.quoteddata.com/events For QuotedData News visit: http://www.quoteddata.com/news QuotedData on Socials: On Twitter: https://twitter.com/quoteddata On Facebook: https://www.facebook.com/QuotedData On LinkedIn: https://www.linkedin.com/company/5378740 On TikTok: https://www.tiktok.com/@quoted_data On Instagram: https://www.instagram.com/quoted_data/ #investing #geopolitics #china #unitedstates #investmenttrusts #markets #politicalrisk #wealthmanagement #assetallocation #economics