As we emerge from the impact of COVID, a clearer picture comes to light on a global scale of where the U.S. and other major societies, powers, and international relations now stand. Some for the better, some for the worse, and continued uncertainty for the near future regarding the nature and future of U.S. relations and intensified strategic competition—particularly with China.

From a U.S. vantage point, the country seems eerily different as most citizens experience a deep desire for some measure of post-shutdown normalcy. And in the international arena, a new U.S. president and administration bring new policies, pronouncements, and perspectives to foreign diplomacy, commerce,

and global leadership. Therefore, monitoring geopolitical risks and international exposure has never been more important—especially when attempting to maintain a resilient portfolio.

At New York Life Investments, we are built on a legacy of managing volatility. Therefore, we have partnered with John Sitilides, diplomacy consultant to the U.S. Department of State and head of Trilogy Advisors, to help you better understand what these geopolitical shifts mean for your clients’ portfolios.

By clicking on the VIEW PDF button above, you will gain access to our insights on:

  • How China has become a bolder global powerhouse after COVID
  • The importance of Taiwan as a geopolitical lynchpin to Asian balance of power
  • Russia’s supremely disruptive attempts to destabilize western markets
  • The global roles the EU, Japan, and India play across the geopolitical landscape

The views expressed herein are from John Sitilides of Trilogy Advisors and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. John Sitilides and Trilogy Advisors are not affiliated with New York Life Insurance Company or its subsidiaries.

This material represents an assessment of the market environment as of a specific date; is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any particular issuer/security. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

This material contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial professional before making an investment decision.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.