A Brexit-Free Geopolitical Update with BCA Research06 . 09 . 2019
In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Matt Gertken, BCA Research’s Chief Geopolitical Strategist. The subject matter purposefully avoids the Brexit drama given our coverage last week and the fast-moving nature of the story and instead returns to US politics. The focus is on foreign policy, where we examine the prospects for a US-China deal and the motivations that drive success or failure, before turning to how both the US and Iran are likely to manage their own deteriorating relationship. In each instance we examine the potential investment implications. The final part of the conversation covers the 2020 US Presidential election and the route to a Trump victory, as well as some thoughts on how the Democrat Party are lining up their candidate and what chance he or she may have.