Schroders CIO Johanna Kyrklund: Investors should not get spooked by geopolitical turmoil

Schroders London Conference

Johanna Kyrklund, group CIO and co-head of investment at Schroders, has urged investors to pay closer attention to macroeconomic factors such as GDP, inflation and interest rates, rather than geopolitical tensions.

During the firm's London Conference on 25 January, attended by Investment Week, Kyrklund acknowledged that many investors have expressed worry over global geopolitical tensions and the impact these may have on their portfolios. From Russia's invasion of Ukraine going into its third year, to the conflict in Gaza, there is a concern that, beyond the human casualties and impacts on the countries involved, these could also affect markets and the global economy. However, the CIO said that asset allocators should place their attention on what geopolitical events could impact investments and...