2 results found
Markets

The 2016 mid-year geopolitical outlook

There are five geopolitically important issues for portfolios for the upcoming year. If these concerns become critical, they will likely weigh on equities and higher credit risk debt.

Bill O'Grady, Confluence Investment Management
Strategies Markets

Four geopolitical issues to watch

Four "big picture" geopolitical conditions will affect policy and markets going forward - in order of importance, the South China Sea, Russia returns, the end of Sykes-Picot in the Middle East, and the unwinding of the EU.

Bill O'Grady, Confluence Investment Management