Eight geopolitical dangers looming in 2016
By , 15 Dec 15
Geopolitical risks are inherently difficult to predict, but here are some of the key issues GAM investment experts are watching in 2016.
Brexit
“While it remains unlikely, in my opinion, that the UK’s referendum will result in a negotiated withdrawal of the country from the EU, for markets the risk is the uncertainty about that outcome and what it might mean for asset prices. The parallel is the Scottish referendum in terms of polls, but the market implications could include some weakness in sterling and financials, among others.” – Larry Hatheway, group head of multi-asset portfolio solutions and group economist
Tags: GAM | Investment Strategy