Thiam: Next 6-9 Months 'Choppy' Due to Politics

The video discusses the political landscape of 2017, highlighting key events like the Italian referendum, French election, and Brexit negotiations. It emphasizes the potential market volatility due to these events and the rise of populism, which could lead to disruptive policies. The speaker predicts a challenging period for markets over the next six to nine months.

Which political events are mentioned as contributing to uncertainty in the next nine months?

• French election, German election, Canadian referendum

• Italian referendum, French election, US election

• Brexit negotiations, German election, Spanish referendum

• US election, Canadian election, Brexit negotiations

What is expected to play a significant role in market volatility according to the speaker?

• Natural disasters

• Technological advancements

• Political events and elections

• Economic policies

How does the speaker describe the market conditions prior to the expected volatility?

• Highly volatile

• Stable with low volatility

• Unpredictable

• Rapidly changing

What political trend is mentioned as potentially unsettling for markets?

• Growth of environmental movements

• Rise of populism

• Increase in globalization

• Decline in voter turnout

What is the speaker's outlook for the next six to nine months?

• Optimistic and stable

• Unchanged and predictable

• Improving and prosperous

• Challenging and volatile