Asset Allocators' Soapbox: Why 2015 isn't letting this strategist sleep easy

One of the downsides of being a global strategist is that there are endless things to keep you awake at night. Of course, preparation and experience help with any anxiety, but there are still lurking threats that are never possible to exorcise entirely. One omnipresent risk for markets is politics, which are difficult to price in at the best of times but even more so when some of the potential outcomes are so stark and divergent. Political uncertainty is likely to be an important theme again in 2015, especially in relation to the eurozone. Although the market reaction to the recent Greek...