Monday, November 28, 2016

The Trend Of Nationalism Is
Driving Worsening Pension Deficits
Report by Amin Rajan showing the Brexit vote & the Trump victory mark the rise of nationalism & risk intensifying the politics of fragmentation in the European Union. This survey goes on to show how investors are adapting to a post-Brexit world. Its main focus is on political risks, asset allocation & product innovation. .. One of its conclusions is that investment processes need to go well beyond financial theories while politics rather than economics drives the markets." .. the unintended consequences of financial repression
LINK HERE to the report

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