Many Australians view the rise of western “populism” as irrational. But Arthur Sinodinos thinks differently. The former Australian politician and immediate past Ambassador to the US believes that, across the democratic world, there is an understandable popular desire to smash the system – driven by lingering anger over the GFC, growing income inequality, and acute cost of living pressures. In a rapidly changing macro environment, Sinodinos argues that portfolio construction practitioners should pay close attention to geopolitical shifts, embrace scenarios-based forecasting, and consider v...