Fleming: Investors Have a Hard Time Measuring Geopolitical Risk

The video discusses the impact of geopolitical events on investments, particularly in the Middle East, and how investors respond to such uncertainties. It explores the effects of rising interest rates on investment strategies, highlighting the challenges posed by higher rates on equities and fiscal policies. The discussion extends to fiscal policy's influence on economic growth, emphasizing the US budget deficit and potential recession risks. Taxation and wealth management strategies are also covered, focusing on estate planning and tax policy changes. Finally, the video examines global investment opportunities, noting the US market's resilience and emerging markets' potential amid US-China tensions.

What strategies are being employed to address potential tax increases for high net worth investors?

How has the geographical focus of investment opportunities shifted in recent years?

What challenges are investors facing in the European market compared to the US market?