Tim Marshall: Why investors should focus on the ‘geo’ in politics

Tim Marshall addresses infrastructure investors in Amsterdam

Geopolitics expert Tim Marshall tells Jakub Janus why investors need to factor in geography and the return to a bipolar world

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands