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Amid the coming election madness, investors will need a systematic, non-partisan, geopolitical approach to US politics and policy. In this report we try to do just that.
Geopolitical risk and policy uncertainty are objectively on a secular uptrend. Stock markets are not immune to politics and geopolitics.
The 2024 election will determine whether the status quo persists in domestic and international policy, or whether populist policy triggers higher tariffs, tighter border controls, and more unilateral foreign policy.