Global events with Venezuela, Iran, Ukraine and Greenland led to heightened volatility to start 2026—and they directly impact ongoing investment themes. Neale Ellis, Founding Partner and Co-Chief Investment Officer, explains how these geopolitical events are impacting investment portfolios, what areas we're eyeing for investment, and how investors should be thinking about ongoing global events.
This video is an excerpt from Fidelis Capital's Q1 Market Outlook Webinar, published on January 28, 2026. Click here to watch the full webinar.
