What impact will politics have on global markets this year? Nearly half of the global population will have the opportunity to elect new leaders, ranging from Mexico’s recent shift towards progressive reforms under Claudia Sheinbaum to November’s contentious election in America.
In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global to discuss:
- Political events often create buying opportunities
- The strength and durability of the current global recovery
- Why positioning portfolios with a pro-cyclical bias will be rewarded
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