CFA Seminar: US elections & Impact on Europe
US Elections – CFA Seminar in Switzerland – 23 Oct 2024 with participants from over 7 countries and 3 continents.
We think this webinar complements our recent newsletters. They will benefit the most.
Some reactions from the participants: “You have sent a shockwave in the investment world”, “the big picture”, “excellent”.
US Elections – A global perspective & Impact on Europe
https://www.youtube.com/embed/MGrPjkYBfwE
An excerpt of our non-partisan analysis:
A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe’s huge ongoing strategic errors.
The economic bloc that in its geopolitical illiteracy dismantled its military instead of preparing for this tough century sits in the trap.
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- Where to invest?
1) Geopolitically multi aligned (safe) economies that are young, fiscally healthy, resources, safe trading routes
2) USA. In Europe defense, security, Net Zero (until it runs out of money), CMU, logistics, food-energy security
3) in 3 weeks Chancay mega port opens. To cut shipping time Asia-LatAm by 30%. Europe’s lifeline is blocked, China’s gets better For Europe it doesn’t matter who wins in November in America. It is going to be very difficult either way - America’s greatest threat to National Security is domestic: Out of control fiscal-monetary policies
- Europe faces a USD 9-10 Trillion financing gap – Officials may need to mobilise private savings. The Capital Market Union might be part of the solution.
- Investors neglect Turkey – Iran is likely to help Russia and China
- Geopolitical Safety: Uruguay and Mauritius top the ranking as New Zealand is under review for downgrade
- Where to invest?
Contingency Plans:
Smart investors have shifted part of their assets to geopolitical safe nations in the Southern hemisphere that are not highly indebted and respect private property. Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is effective. But for some people Mauritius or Singapore is the better fit. One of the most complementary combinations of Safe Havens is currently Gstaad (CH) and Punta del Este (UY). But there are other combinations – it depends on one’s needs.
Kind regards
Geopolitical Research Team
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Disclaimer: No information or comment should be construed as investment advice.
Global Geopolitical Research, Switzerland, 23 Oct 2024
Research made in Switzerland
Geopolitical and economic conditions need close monitoring, because they can change suddenly.
No part of this analysis should be taken or construed as an investment recommendation.
info@geopoliticalresearch.com