Veracity Insights

Fiduciary Investors Symposium 2024, Singapore

At the 2024 Fiduciary Investors Symposium in Singapore, Veracity Managing Director Benjamin Weiss participated in a panel on the rise of India and its political, economic and investment landscape. Moderated by Conexus Financial Managing Director Colin Tate, the panel also featured CPP Investments’ Head of Active Fundamental Equities and Relationship Investing Anuj Girotra, and Vinay Agarwal, Director at FSSA Investment Managers.

World Policy Conference 2023, Abu Dhabi

Companies must focus on how to measure and manage geopolitical risk, according to Veracity CEO Jay Truesdale, who participated at the World Policy Conference in Abu Dhabi. Moderated by Boston Consulting Group (BCG) Senior Partner Nikolaus Lang, the panel on geopolitics and trade also featured former UPS President of International Public Affairs and Sustainability Penny Naas, TotalEnergies’ President of Exploration & Production Nicolas Terraz, and former South Korean Minister of Trade Taeho Bark.

Macroeconomic Reforms by Argentina’s Next President Could Benefit Lithium Industry

In this note, CEO Jay Truesdale and Director Mitch Hayes examine the potential implications of Argentina’s upcoming presidential election on the country’s lithium sector. They argue that frontrunner Javier Milei’s proposed policies will usher in a new era for the country’s lithium sector and may lead to increased Chinese presence in its electric vehicles industry.

By Jay Truesdale and Mitch Hayes

Expectations Ahead of the Vilnius NATO Summit

The upcoming NATO summit in Vilnius will see allies and partners projecting unity, strength, and a clear sense of purpose. Yet beneath the surface, dynamics within the institution remain brittle. This is in part due to the complexity of addressing multiple global threats, as well as the reality that NATO's success rests on the commitment and direction of its largest ally, the United States. In this commentary by Veracity Worldwide CEO Jay Truesdale, which was also published by Barron’s, we assess the key issues expected to take center stage at this year’s summit.

By Jay Truesdale

Putin and the Consequences of Wagner’s Rebellion

While questions remain about the origins, objectives, and implications of Wagner’s armed rebellion, Prigozhin’s actions are already having an impact on Russian politics, with additional near and longer-term consequences both inside and outside the country certain to take shape. In this Veracity Insight piece, as well as in articles by POLITICO Europe and Newsweek that feature commentary from Veracity Worldwide CEO Jay Truesdale, we assess how these dynamics may affect stability in Russia, the war in Ukraine, and geopolitics related to Africa, China, and Russia’s near abroad.

By Jay Truesdale and Gabriel Santamaria de Zulueta

Fiduciary Investors Symposium 2023, Blue Mountains

Geopolitics matters more today than it has for several decades, according to Veracity Managing Director Benjamin Weiss, who spoke on a panel at the Fiduciary Investors Symposium in Blue Mountains, Australia alongside Justine O'Connell, AustralianSuper's head of portfolio construction and asset allocation, and David Gait, portfolio manager at global investment manager Stewart Investors.