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Does politics matter for markets? - with Jens Larsen of Eurasia Group

Political risk is reshaping global markets. From the UK’s challenges to US policy shifts, uncertainty is rising. What does this mean for investors and economies?

Authors
Luke Bartholomew
Deputy Chief Economist
Lizzy Galbraith
Senior Political Economist
Image shows chess board with US, Iranian, UK and EU flags on the chessmen. Financial data in the background.

Duration: 42 Mins

Date: 12 Feb 2026

US and global politics are reshaping the economic landscape, making geopolitics a fundamental factor for markets and investments. 
Hosts Luke Bartholomew and Lizzy Galbraith are joined by Jens Larsen, Practice Head of Geoeconomics at Eurasia Group, in a broad-ranging conversation exploring why political risk matters now more than ever.
Some highlights:
    Listen to the full discussion on Macro Bytes:
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