Politics theme

Politics, Economy and Markets

Economic balance

Investment professionals play an important role in financing the economy through the provision of equity and debt. The relationship between politics, economy and financial markets require an understanding of their intersections and shared data between them.

As the evolution of political-economic drivers continues to bring about change within financial markets, we explore resources focussing on current issues such as macroeconomics, diversification, growing businesses and frameworks to help you better understand the connections and impact that these changes make.



Patrick Schotanus - market mind hypothesis

Patrick Schotanus, Visiting Professor at the Edinburgh Business School, presents the ‘Market Mind Hypothesis’ - where market is mind, and mind is market.



John Kay, FSIP - radical uncertainty

John Kay, FSIP explains how this has created radical uncertainty for investors, and how you can navigate it.



Andrew Smithers, FSIP - challenging current economic theories

In a deep dive, Andrew Smithers, FSIP presents a challenge to the current economic theories that dominate our industry.



When empires fall

Humans seek to control their environment to avoid chaos – and investors are the same. David Murrin explains why history keeps repeating itself in the markets.