Geopolitics
Geopolitical strategist Peter Zeihan expects a continued unraveling of the global order, and the United States may become its biggest source of disruption.
Geopolitical analyst Peter Zeihan thinks that a disruption in the global status quo has been long overdue. Recent events may be proving him right.
George Friedman will be watching how one last piece of the global financial crisis plays out very carefully.
George Friedman, founder and chairman of Geopolitical Futures, is acknowledged as one of the world’s most able guides of both political science and geopolitics.
Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies.
Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers.
Virginie Maisonneuve, CFA, sees an explosive combination of forces at work on the investment industry, and has ideas for addressing them.
Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow.
Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent.
Willis Sparks of Eurasia Group has identified low oil prices and heightened sensitivity around China's economy as major drivers of uncertainty.