Geopolitical Realignment: Investing Beyond Volatility
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Dr Helen Belopolsky, Global Head of Geopolitical Research, Miha Hribernik, Chief Geopolitical Strategist, Asia, and Adrian Cox, Thematic Strategist, discuss how geopolitics in 2026 are reshaping the operating environment for corporates and investors, emphasising that volatility i
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The desk anticipates that emerging growth drivers will create an uneasy calm in global markets leading into 2026, as highlighted by Standard Chartered's recent analysis. Per the full note [source], the interplay of geopolitical tensions, shifts in monetary policy, and evolving consumer behavior will shape both developed and emerging market asset classes. With the potential for volatility stemming from these factors, traders should remain vigilant. The consensus target for the EUR/USD pair is currently set at 1.075, with a range reflecting diverging views among major banks.