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Angry Politics

Populist candidates are achieving record levels of support across the world, but what does that mean for investing?

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Topic: Economy

 

Angry politics is creating extra volatility across much of the developed world but volatility can often create opportunity. The US healthcare industry, the private education sector or infrastructure spending are all examples of where a careful assessment of country-by-country and sector-by-sector risks and opportunities could reveal interesting investment opportunities.

In this video, Andrew Summers, Head of Collectives at Investec Wealth & Investment, looks at the implications of Angry Politics for investors.

Click here to read the full ‘Angry Politics’ article in Vision 2017.

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