KnowledgeBank

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×
Geopolitical
 
Apr 2017
|
Geopolitical

French election: Potential economic and market implications

Authors: Jens Larsen, PhD, ...

We expect markets to turn pro-risk following the first round of the French presidential election, as the outcome increases the probability that centrist candidate Emmanuel Macron will win the second round to...

 
Mar 2017
|
Geopolitical

Modi's latest victory should be positive for India

Authors: Niraj Bhagwat, CA, ...

Indian Prime Minister Narendra Modi’s Bharatiya Janata Party (BJP) won a stronger-than-expected victory in the state elections of Uttar Pradesh (UP), returning the party to power after 14 years. UP is...

File under: Emerging markets: Active opportunities span asset classes

 
Dec 2016
|
Geopolitical

A new era of populism, politics, and policy: Implications for investors

Author: Mark Lynch

Mark is one of the firm’s most senior investors. His portfolio management responsibilities include global alternative approaches, financial-sector portfolios, and multi-asset strategies that focus on...

 
Nov 2016
|
Geopolitical

Implications of a deglobalizing world

Authors: Toby Johnston, ...

Globalization has powered economic and market growth for three decades, but there are signs that the trend has reversed, which will have profound long-term consequences for economies and markets around the...