Markets Have Ignored Political Risk for Last Two Years, Says Allianz’s Dwane

The video discusses the impact of political risks such as Brexit, Trump, and US-China trade on market strategies. It highlights how markets have historically ignored political risks until policy changes occur. The discussion includes skepticism about the US-China trade deal, suggesting China may not fully comply with expectations. The UK market's underperformance and its valuation are also examined, with a focus on the role of Fed policy and economic conditions in market trends.

What has been the general market reaction to political risks in recent years?

• Complete market stability

• Constant fluctuations

• Ignoring risks until policy changes

• Immediate and drastic changes

What is the speaker's view on the US-China trade deal optimism?

• The speaker believes the deal will be finalized soon

• The speaker is optimistic about a comprehensive deal

• The speaker thinks the deal will have no impact on markets

• The speaker is skeptical and compares it to Japan's 1990s strategy

What is the speaker's opinion on China's strategic initiatives?

• China will abandon its strategic initiatives

• China will prioritize foreign investments over local initiatives

• China will make minor concessions but maintain key initiatives

• China will fully open its markets

How has the UK market been performing according to the speaker?

• It has been underperforming and is undervalued

• It has been highly volatile with frequent ups and downs

• It has been outperforming other markets

• It has been stable with no significant changes

What does the speaker suggest is necessary for the markets to continue rising?

• Increased political stability

• Higher consumer spending

• Dependence on Fed policy and free money

• Reduction in global trade tensions