Financial markets and domestic and foreign policy by nation states are increasingly interwoven, with governments intervening more frequently in the real economy and investors reacting to seemingly endless political change. This keynote briefing will provide long-term investors with an assessment of the material geopolitical trends being reshaped by a highly disruptive and unorthodox US federal administration. It will question the prospect of a more assertive Europe and examine the fallout from discarded trade and security alliances.
