Our partner Arcano Partners hosted an event at its Corso Europa office in Milan, dedicated to exploring the major geopolitical shifts that are reshaping the global landscape and the implications these developments have for investment strategies and portfolio construction.

The event was moderated by Paule Ansoleaga Abascal, Managing Director and Head of Arcano Partners Italy, and featured contributions from Bjorn Beam, Head of Tech Research & Senior Geopolitical Analyst, and Manuel Mendívil, Managing Partner, CEO and CIO, Credit Strategies at Arcano Partners.

During the event, participants discussed the evolution of the global balance of power, driven by competition for critical minerals, energy routes, and technological sovereignty, highlighting the key implications for investment strategies.

The discussion also provided insights into credit markets and the investment opportunities emerging across the capital structure in a context marked by profound economic and financial transformations.

The event represented an important opportunity to exchange views on topics that are playing an increasingly central role in investment decision-making, within an environment characterized by growing complexity and a stronger interconnection between geopolitics, technology, and financial markets.