by Patrick Fearon-Hernandez, CFA | PDF
It’s been a hot summer for some of the United States’ key allies, and we don’t just mean the weather. We’ve seen a major political assassination in Japan, the scandal-driven ouster of a prime minister in the United Kingdom, and a failed vote of confidence that led to the resignation of the prime minister in Italy. Since all these political crises happened in such a short amount of time, we decided to explain each of them in this report and discuss their common features and geopolitical implications. As always, we end with a discussion of the ramifications for investors.
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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.