Europa al centro: quando la geopolitica detta l’agenda dei mercati

The US and Israeli military operation against Iran, launched on February 28, 2026, has ushered in a new phase of instability in financial markets. According to the International Monetary Fund, the scenario could evolve into one of the most significant energy shocks in recent history. This context brings the vulnerability of supply chains back to the forefront. What implications does this have for long-term investors? We discuss this in this new episode of Deep Talk with Antonio Cesarano, chief investment advisor at Sella Sgr.