Politics theme

Politics, Economy and Markets

Economic balance

Investment professionals play an important role in financing the economy through the provision of equity and debt. The relationship between politics, economy and financial markets require an understanding of their intersections and shared data between them.

As the evolution of political-economic drivers continues to bring about change within financial markets, we explore resources focussing on current issues such as macroeconomics, diversification, growing businesses and frameworks to help you better understand the connections and impact that these changes make.
 

Video

15.04.25

Tariffs, trade and trepidation: European asset management in Trump's wake

Explore how policy changes in Europe and tariffs from the US are creating a seismic shift in global trade – and the potential implications you need to prepare for.

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Video

23.04.25

Tariffs, inflation and monetary policy: Analysing the impact on multi-asset class portfolios

Explore how tariffs are impacting US markets from all angles, and how multi-asset portfolios will be affected across various scenarios.

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Video

23.04.25

Russell Napier - financial repression is the new normal

Russell Napier, ASIP, Co-Founder, ERIC explains the implications of financial repression on investors and savers.

Video

28.03.25

Fund manager overconfidence and investment performance

Investing takes confidence – but when does self-belief turn into self-destruction?