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Chanticleer

Investors’ new theory is nothing ever happens. It’s dumb and genius

For all the incredible drama we’ve seen on the world stage, markets are back near their record levels. Are those who spout this hypothesis actually right?

Hagai M Segal has had a big few weeks.

The views of the geopolitical risk consultant, who also teaches at New York University and Oxford, have been much in demand after the Middle East exploded into conflict. The sheer speed of events has only added to the anxiety of the investors who’ve sought out his view, including the select group of UBS Australia clients he spoke with on Thursday evening.

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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com

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    Original URL: https://www.afr.com/chanticleer/investors-new-theory-is-nothing-ever-happens-it-s-dumb-and-genius-20250626-p5maod