KnowledgeBank

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

×
Geopolitical
 
Aug 2017
|
Geopolitical

5 positives to remember amid North Korea tensions and other event risks

Author: Nanette Abuhoff Jacobson

The summer lull was broken on Thursday and Friday when markets were hit by fears about the escalating rhetoric between US President Trump and North Korean leader Kim Jong Un. Equities were down about 1.5%,...

 
Apr 2017
|
Geopolitical

De-escalation? Three signs the North Korean crisis may have a benign outcome

Author: Thomas Mucha

Rising tensions on the Korean Peninsula have prompted questions about the effects of a potential escalation or an outright military confrontation. The geopolitical risks are certainly elevated, but we believe...

 
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...