Tag: elections
Bi-Weekly Geopolitical Report – The EU Parliamentary Elections: New Strength for the Right (July 1, 2024)
by Patrick Fearon-Hernandez, CFA | PDF
In early June, voters across Europe cast ballots for their representatives to the European Parliament, an institution likely unfamiliar to most Americans. Even among the few who may know of it, we suspect many don’t really understand it or other top European Union institutions. In this report, we offer a primer on the main EU decision-making bodies and how they work together. We also review the results of the early June parliamentary elections, in which right-wing populists significantly increased their strength in the legislature, largely at the expense of leftists. We examine the implications at the EU level and within key EU countries. We wrap up with a discussion of the investment ramifications.
Don’t miss our accompanying podcasts, available on our website and most podcast platforms: Apple | Spotify
Bi-Weekly Geopolitical Podcast – #49 “Mid-Year Geopolitical Outlook: Uncertainty Reigns” (Posted 6/17/24)
Bi-Weekly Geopolitical Report – Mid-Year Geopolitical Outlook: Uncertainty Reigns (June 17, 2024)
by Patrick Fearon-Hernandez, CFA, Thomas Wash, Daniel Ortwerth, CFA, and Bill O-Grady | PDF
As the first half draws to a close, we typically update our geopolitical outlook for the remainder of the year. This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape for the rest of the year. The report is not designed to be exhaustive. Rather, it focuses on the “big picture” conditions that we think will affect policy and markets going forward. We have subtitled this report “Uncertainty Reigns” to reflect the fact that chaos and unpredictability have become entrenched as the post-Cold War era of globalization gives way to a new period of Great Power competition. Our issues are listed in order of importance.
Issue #1: China – South China Sea
Issue #2: Russia-Ukraine-NATO
Issue #3: Israel-Hamas-Iran
Issue #4: The US Elections
Issue #5: US Defense Rebuilding
Issue #6: Global Monetary Policy