Geopolitics for investors - How to integrate political developments into your investment decisions


Politics has become an increasingly important influence on financial markets. From the US-China trade war to Brexit. Yet, most political analysis is done by political scientists for politicians. In his presentation, Joachim Klement, CFA, approaches geopolitics with the lens of an economist and investor and shows how international political developments influence asset prices. From wars to cyber-attacks, from the rise of China to the biggest geopolitical challenge of them all, climate change, Joachim will show what does and does not matter for investors and how to analyse these events as part of the investment process.