8 stories tagged with #geopolitical-risk, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Gold: Driven By The Winds Of War
Gold has performed as a risk asset, and not as the supposed preeminent “safe haven” asset, during this geopolitical crisis. Read more here...…
Calamos Convertible Fund Q1 2026 Commentary
For the quarter ended March 31, 2026, the fund returned 3.06% (Class I shares at NAV) compared with the ICE BofA All US Convertible Index return of 3.72%. Read more here.…
Madison Covered Call And Equity Income Fund Q1 2026 Investment Strategy Letter
Madison Covered Call & Equity Income Fund gained 5.2% in Q1 2026, outperforming the S&P 500 amid energy price spikes. Read the full analysis for more details.…
Thrivent International Equity Fund Q1 2026 Commentary
The Fund outperformed its benchmark index for the quarter, and it slightly underperformed the index for the trailing year. Read more here.…
CrossingBridge Advisors Q1 2026 Commentary
CrossingBridge Advisors warns of rising risks in energy, AI, and private credit due to shrinking liquidity. Read the full analysis for more details.…
Markets In Context: Noise Vs. Fundamentals
Geopolitical tensions are shifting toward negotiation, which could support risk assets over the medium term.…
Commodities: Oil Moves Higher Amid U.S.-Iran Stalemate
Oil prices had a strong week, with little progress in peace talks between the US and Iran. In the absence of progress, the oil market will have to move higher.…
5 Signs The Markets Are Increasingly Disconnected From Reality
U.S. stocks hit all-time highs amid inflation, layoffs, and Middle East risks. Read the full analysis here.…