The Changing Geopolitical State of Affairs

In this episode of Bulls, Bears, and Bowties, we had the pleasure of interviewing Alex Kazan of Eurasia Group. Part one of this series will discuss how Eurasia Group views the geopolitical state of affairs in the world today.

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Listeners will learn Eurasia Group’s view on:

  • Why do changing political dynamics impact politics and growth matter for the developed (not just emerging) markets?

  • Why the Trump presidency, which could maybe be a four to eight year cycle, may be of concern

  • From our viewpoint, the Chinese political system looks much more authoritarian and less democratic than we’re used to. Certainly the issue of personal privacy in China seems to exist with the same protections as here in the United States, for example. Is this something that can be rewarding to them in the long term – what are the possible implications?

Please stay tuned for our next podcast. In the meantime, you can reach out to us with any questions, comments, or feedback.

About Alex Kazan

Alex Kazan is the Chief Strategy officer at the Eurasia Group where he oversees leadership of the research team and direct investment partnerships. Within those partnerships, they use their analysis to formally incorporate political risk into portfolio construction and risk management. In addition, as the global strategist, Alex works closely with a wide range of global firms to help them understand, anticipate, and plan for geopolitical change. Previously, Alex led Eurasia Group’s global strategy and analytics practice, where he pioneered several quantitative approaches to political risk. Before joining Eurasia Group, Alex worked as a market strategist at Goldman Sachs, Daiwa Asset Management, and Bear Stearns. Earlier in his career, he worked at the G7 Group in economic and policy research consultancy, and the Inter-American Development Bank. He holds degrees from the University of California-Davis and Georgetown University.

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through ACG Wealth Inc.