Global Political Drivers: Left turn - US/UK cases

  • The leftward shift of the political pendulum matches the macro policy supercycle
  • This is ominous for asset prices, with equities the most vulnerable asset class
  • It is therefore time to inspect the policy proposals of plausible left-wing challengers
  • Conspicuous policy architects are Elizabeth Warren in the US and John McDonnell in the UK
  • Their proposals fall into two distinct categories: redistribution and the supply side
  • Warren leans more to the former, which seems relatively less unfavourable for equities
  • The greater threat from McDonnell’s ideological bias will be blunted in practice

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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