VER's blog
Posts tagged geopolitics
2024-04-11 at 13:25 Timo Löyttyniemi
Geopolitics has changed for decades to come. A global division of states into separate camps is underway, coupled with the rise of the defence industry around the world. For Europe and Finland, this transition offers a major opportunity to expand...
2023-12-14 at 11:02 Timo Löyttyniemi
The themes for 2024 are largely the same as for 2023, primarily geopolitics and monetary policy, followed by a weakening economy. At least as far as geopolitics is concerned, 2024 could well be described as the “year of solutions”. As the list ...
2023-09-21 at 13:58 Timo Löyttyniemi
It is a time of change in geopolitics. Many things drive economies and economic systems apart. Globalisation, and in particular financial globalisation, is taking a step backwards. Similarly, technological development, production and technologic...
2022-12-15 at 16:36 Timo Löyttyniemi
The past few years have been marked by a series of unexpected crises. Covid-19 set in quickly without warning, shaking up economies and business as usual in 2020 and translating the risk of a pandemic into reality. Just when we were recovering...
2022-07-01 at 11:59 Timo Löyttyniemi
People in the United States love big words. The financial crisis was known as the ‘Great Recession.’ In the same vein, the long and relatively positive period preceding the financial crisis is called the ‘Great Moderation’. And of course, there...
2022-06-03 at 14:56 Timo Löyttyniemi
Geopolitics has taken centre stage. Geopolitics refers to the exercise of political influence and economic power. As we have seen, it may, at times, mean the exercise of power through the threat of war or even outright war. The Russian war of...
2022-05-20 at 11:50 Timo Löyttyniemi
The world economy and financial markets are in a state of amazement. Just as we in the West are leaving Covid-19 constraints behind, we are exposed to pressures from three different economies and three strict policies. These pressures are felt in...
2021-12-17 at 11:01 Timo Löyttyniemi
A year is a short time. Exactly one year ago, when I was looking ahead to 2021, it did not occur to me that we could be facing the same challenges again in a year's time. Very little has changed over the past 12 months. Equity valuations remain...