4CAST RGE

REPLAY—Populist Tides Still Rising: An Update From Trump Through Brexit to Europe

Since his inauguration, President Trump has signed about two executive orders/presidential memorandums a day; the UK Supreme Court has forced the government back to parliament for authority to trigger Article 50 and the French have had further rounds in their presidential race.

Meeting date:
February 8th, 2017
Start time:
08:00 AM EST
Duration:
1 Hour

OVERVIEW

Although the populist tide is still rising, it is finding some channels easier to follow than others. Join us to explore the political twists and turns and their likely impact on markets around the globe.

Speakers/Agenda

Overview and Update to Our Overarching Theme
Gabriel Stein, Managing Director of Developed Markets Research

President Trump: The First 19 Days and Beyond
Kevin Harris, Director, North American Research

Brexit: Parliament’s Finger on the Trigger—Good for Sterling and Domestic Equities
Andy Hartwill, Research Director

Europe: How Strong the Collectivist Ideal?
Gabriel Stein, Managing Director of Developed Markets Research

Emerging Markets: Growth in a Protectionist World
Rachel Ziemba, Managing Director of Emerging Markets Research

Market Conclusions: Equities, Bonds, FX, Oil
Speakers above

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