top of page

Political Challenges

June 10th, 2024

  • Geopolitical challenges so far have not stirred exaggerated volatility in the equity markets

  • India’s election results, an initial shock, but likely still constructive for markets

  • The bitterness of US elections to increasingly worry markets as the months go by

  • The 80 year cycle of “The Fourth Turning”

  • Europe challenged by the 'right' but still staying centrist



bottom of page