Guy Stephens: Waiting for volatility amid politics and posturing

Four big political stories rumble on

clock • 6 min read

These are confusing times in markets with some very polarised views so, suggests Guy Stephens, investors should stay put and wait for a 'black swan' event to deploy fresh capital

There are currently four big political stories rumbling on - dominating the newswires and causing currency fluctuations as the egotistical posturing lurches one way or the other. In terms of importance for investors, we see the respective order of these as - Trump's influence, Brexit negotiations, the French election and the UK election. The first two are the most uncertain and unpredictable for markets, while the last two appear to be a relatively benign evolution, if not a foregone conclusion. Of particular note recently was Trump's acceptance he had to back down in order to get his...

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