Nicolai Tangen, boss of Norway's sovereign wealth fund, visited the Middle East and was struck by the area's dynamism, but hours after his departure, the region erupted in a war. The fund is planning for potentially bleak scenarios, including the return of inflation and geopolitical fragmentation, which could have direct consequences for the fund and implications for the stock market. For more, Carol Massar and Tim Stenovec spoke with Bloomberg Opinion Columisnt Lionel Laurent