Investment Clock insights

European politics a key risk factor for region's assets

Tevor Greetham

First published by Reuters on 15 November 2016.

Brexit and Trump reflect a populist movement against globalisation, Looser fiscal policy in Europe with transfers from country to country would be needed to offset discontent in countries where the one-size-fits-all interest rate is too high - but they are pretty much illegal under the Maastricht Treaty and would be massively unpopular in donor countries.

The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.

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