We’ve written extensively about the worsening geopolitical tensions between the United States and China, which have already affected investors. In our "2022 Geopolitical Outlook" published in December, we identified China as the #1 geopolitical issue to impact financial markets and investment policy for the foreseeable future. In the inaugural episode of Confluence's new Geopolitical Podcast series, Market Strategist Patrick Fearon-Hernandez discusses the challenges and potential outcomes created by the present confrontational relationship between the U.S. and China.
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).