Willis Sparks of the Eurasia Group discussed the potential effects of geopolitics as a market influencer in his presentation to the CFA Institute Middle East Investment Conference in Bahrain.
Geopolitical analyst, Peter Zeihan, believes that North America has the capacity to become energy self-sufficient by 2020 and predicts a US that adopts a more economically isolationist stance.
Arnab Das, managing director of research and investment strategy at Roubini Global Economics, argues the most important parallel issues are the distribution between creditors and debtors and the balance between future and present economic activity.
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