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Deal or No Deal with BCA’s Marko Papic


In this week’s enthralling podcast we are joined by the Chief Geopolitical Strategist at BCA, Marko Papic. As we look around the world, we are on the cusp of some potentially historic deals. Rather than focusing on Brexit, in this recording we spend far more time exploring Marko’s expectations for the evolution of trade policy between the world’s two largest economies, China and the US.

Some time is also taken to explore what’s next for fiscal and monetary policy in those respective economies, through the lens of a political analyst. A geopolitical debate is not complete without some reference to the oil price and, of course, Brexit… and we duly oblige. Please enjoy this fascinating 20 minute debate.

Ben Gutteridge

Head of Fund Research