How Geopolitical Risk Is Reshaping Markets & Private Investing | EP 40

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2026-08-04

Using the recent Middle East conflict as a lens, Tony Davidow sits down with global investment strategist Kim Catechis to examine how geopolitical risk is reshaping global markets, supply chains, and energy security —and the potential investment implications. Together, they discuss the ripple effects on oil prices, inflation, reshoring, infrastructure, data centers, and portfolio diversification—and explore how these structural shifts may influence the role of private market strategies in long-term portfolio construction. As Global Investment Strategist for the Franklin Templeton Institute, Kim Catechis leverages the knowledge of the firm's autonomous investment team...