by Patrick Fearon-Hernandez, CFA | PDF
Late summer can often be a quiet time for global affairs, economics, and the financial markets. Especially in Europe, people are off on their long summer holidays, making it difficult to find a “quorum” for political events and business meetings while sapping liquidity in the investment markets. This year, however, August and September were marked by groundbreaking political changes that could have big consequences for investors going forward. This report takes a look at the new, right-wing leaders in the United Kingdom and Italy. As always, we will wrap up with a review of the implications 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.