Geopolitical Strategy, Commodity & Energy Strategy
Strategy Insight
Hormuz Crisis Update: Aerial To Naval
Drone and ballistic missile attacks were slowing, as of March 11. Air traffic in the region was also slowly recovering, as the pace of attacks declined. Warning, however: Reports from US CENTCOM and the IDF claim that Iran still has around 40% to 50% of its stockpile of missiles and launchers. Attacks are continuing, even though at a reduced tempo.
BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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