Markets Edition: Geopolitics in the Driver’s Seat

Markets Edition: Geopolitics in the Driver’s Seat

From Research @ Citi by Citi

April 28, 2026 · 9 min

About this episode

Beata Manthey discusses geopolitical uncertainties and their impact on equity markets with David Groman.

Beata Manthey, Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman to discuss the tension between geopolitical uncertainties and an impressive recovery for risk sentiment that's sent equity markets back to all-time highs. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All…

People in this episode

Host: Beata Manthey

Guest: David Groman

Topics covered

  • geopolitics
  • equity markets
  • risk sentiment
  • financial instruments
  • investment research

Keywords

  • geopolitical uncertainties
  • equity markets
  • risk sentiment
  • financial advice
  • investment research

Mentioned in this episode

Organizations: Citi, Citigroup Global Markets Inc.

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