PortfolioMetrix Special Report - Trump, Brexit and the Demise of Openness
By Brandon Zietsman - November 8, 2016
The Trump victory has left educated people around the world dumbfounded and markets have swooned. Brexit shook the world and this result has confounded the pundits. A lot will be written today about the implications of this result and I’ve produced my own paper that aims to explain how this result was possible.
The paper aims to show that the Trump result is not an anomaly, it’s part of a synchronised trend with a common etiology. I encourage you to take the time to read it. There are fundamental trends in the globe that will define our future. As financial services professionals, whether advising clients or managing money, this knowledge is essential stock in trade. For advisers whose clients find the election result incomprehensible, I hope what I’ve presented helps to provide a framework for explaining it.