Investors Weigh Taking Risk Amid Geopolitical Risk

The transcript discusses the impact of political events, such as the UK referendum and US election, on global markets. It highlights the importance of understanding geopolitical risks and their effects on investment strategies. The discussion covers Brexit's potential economic implications, particularly for the UK and its markets. It also explores investment strategies, emphasizing the need for risk management and long-term planning. The transcript concludes with an analysis of asset classes, geographic preferences, and opportunities in municipal bonds and high yield markets.

What are the implications of the political landscape on investment strategies as discussed in the text?

How does the speaker suggest investors should approach the municipal bond market?

What opportunities in the high yield market are mentioned, and what risks should investors consider?