
“Flashpoints”: One Slide Sums Up Trump’s Key Geopolitical Hurdles
I've been a broken record when it comes to suggesting that geopolitics will become an increasingly important driver of asset prices in the months and years ahead.
It's not so much that geopolitical events haven't always been a factor for markets, it's just that when you have land mines like the Brexit referendum and the US election - both of which suggested voters in Western democracies are rethinking the merits of globalization - you're bound to end up in a situation where outcomes are ma
In this market it’s like water off a duck’s back, but it scares the hell out of me.