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Geopolitical
 
May 2017
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Geopolitical

Political turmoil in the US and EM: Same week, different implications

Author: Nanette Abuhoff Jacobson

After months of eerily low volatility and higher valuations in risk assets, markets got hit with a double whammy last week of untoward political developments in the US and Brazil. Here, I’ll cover what...

 
May 2017
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Geopolitical

New era for France: Implications of Macron's victory

Authors: Jens Larsen, PhD, ...

With centrist Emmanuel Macron’s victory over Marine Le Pen for the French presidency, the question now shifts to what he can achieve as president and what impact his agenda will have on the economy and...

 
Apr 2017
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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
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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