Eight geopolitical dangers looming in 2016
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.
Protectionism and trade barriers
“We could see a swing toward more protectionism in terms of the circulation of goods and people. First, the prevailing lukewarm recovery in global trade, as well as in the global economy, and China’s recent export promotion policies may trigger the raising of tariffs or non-tariff barriers globally. Furthermore, as a result of a slew of terrorist attacks leading to more votes for the extreme right, the unhindered movement of people may become more limited and a number of countries may introduce a quota for work visas. In this kind of changing environment, the discrepancy between the winners and losers tends to be wider.” – Ernst Glanzmann, investment manager and head of Japan equity strategies
Tags: GAM | Investment Strategy
