In today’s markets, geopolitical and geo-economic events have consequences that extend far beyond the place where they occur – it is a complex world and it has never been more intriguing. Most of today’s super funds have significant overseas investments and even those with a domestic bias may see their returns impacted by events unfolding elsewhere. Geopolitical risks are poorly understood in financial markets and are often mispriced. The key is to understand the transmission mechanism into the global economy, trade and markets. Placing such events into context helps price both risk and the timing of taking an investment decision....