Brian Krawez discusses geopolitical risks on Reuters TV

October 2, 2024

With escalating tensions in the Middle East, there is concern for increased market volatility and a focus on geopolitical risks. “We don’t think that geopolitical risks are fully priced into the market at this time,” said Brian Krawez, president and lead portfolio manager at Scharf Investments. He recently spoke with David Pollard of Reuters TV’s “Market Insight” program. A widening conflict is going to be disruptive to supply chains and global trade. We believe investors should look for companies that can do well in any environment. Brian highlighted a couple of companies—Lockheed Martin and Occidental Petroleum—that have the potential to perform well regardless of geopolitical turmoil.

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