Allianz Sees a Lot of Uninvestable Noise in Politics

The transcript discusses the investability of political situations in France and the impact of Brexit on trade. It covers strategies for protecting investment portfolios amid political risks, particularly in Europe. The conversation shifts to US tax reform, highlighting Steve Mnuchin's confidence and market reactions. The need for infrastructure and deregulation in the US is also discussed, along with the potential for market corrections and the influence of interest rates on stock valuations.

How does the political climate influence market investments according to the text?

What factors are currently affecting investment decisions in France?

What is the significance of tax reform in the U.S. market as discussed in the text?

What concerns are raised about U.S. stocks in the context of market corrections?

How do interest rates impact market behavior according to the discussion?