Markets cannot ignore major geopolitical events
December 22, 2019 at 23:05 PM EST
Successful investors have to adjust their portfolio strategy to changing geopolitical landscapes. The booming markets during the current political turmoil in the U.S. is not proof that those events have no meaning for asset prices. No, that simply shows that markets have discounted the expected outcome of a clash between the U.S. House of Representatives and the White House.