SLI urges twin focus on politics and economics

Growing geopolitical risks, the on-going battle to secure scarce resources, the rise of protectionism and regulatory changes are all political issues which can affect future corporate profits, says SLI. Frances Hudson, global thematic strategist at SLI, says: "Global investors need to be aware how economic cycles and politics can overlap, on occasion considerably amplifying each other.” She believes the extent of any bear market phase, the inflection point and the degree of the recovery afterwards, can all be influenced by political events. “Some political events come as surprises, bu...