SPY•Corinth Investments warned that simultaneous geopolitical crises could undermine global growth and investment, citing risks to energy supplies, industrial inputs and cross-border projects.
In a November 2 market update, Corinth Investments warned that disruptions around the Strait of Hormuz and Red Sea could raise shipping costs and renew inflation, while Russia’s war against Ukraine exposes Europe to energy infrastructure disruption. The firm also cited China-Western trade tensions, potential escalation involving Taiwan, and higher costs and tighter financing conditions that could delay cross-border projects or increase capital requirements.
