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What the history of populism can teach us today

February 4, 2019
Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, explores how unique events, waves of populism and social unrest have often occurred through history. As far back as the French Revolution, such episodes were regularly associated with economic crisis, concerns over national identity, and fundamental dissatisfaction at the governing class. [more]

More documents from Luke Templeman

61 (37-48)
May 1, 2019
38
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings. [more]
March 12, 2019
41
The performance of the Eurozone economy is inextricably linked to the health of its banking system. That means the economy will likely stagnate unless European banks can build robust balance sheets, earn a competitive return on equity, and generate adequate capital to support faster growth and innovation. European policymakers must make bold decisions as there are serious doubts as to whether the continent’s banks can compete internationally with US institutions. This paper takes a careful look at the European banking system and suggests a number of remedies to improve the sustainability of its returns for the good of the economy and taxpayers. [more]
January 17, 2019
46
Many investors think of themselves as apolitical, however, recent market turbulence has reinforced just how much politics can affect business and finance. This issue of Konzept offers incisive opinion on some pressing political issues, including the trade war between China and the US, next year’s US presidential election, European populism, technology regulation, Brexit, and more. We also examine how the latest developments in artificial intelligence and machine learning are helping investors forecast the market impact of political events. [more]
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