Trump Trade Policy and Investor Appetite for US Assets: What Role is Geopolitics Playing in Shaping Investment?
While this week’s drop in Treasury prices and a weakening dollar suggests overseas investors are losing confidence in US assets, there is some good work that fully fleshes out how geopolitical tensions between countries influence the cross-border asset allocation of investment funds.
Using our ICRG data, this study from the IMF’s Working Paper series draws a sold connection to the gravity model and geopolitics and why the latter is so important now.
Have a look when time permits:
(https://lnkd.in/e-JcvkEx)
Our data drives.
The PRS Group
www.prsgroup.com
CHRISTOPHER MCKEE, PHD CHIEF EXECUTIVE
Christopher McKee is PRS’ CEO and Owner. An international political economist, global investor, entrepreneur, and author, Chris received his PhD from Queen’s University (Canada) and has been involved in the field of geopolitical risk, limited recourse financing, and private sector development for the past 25 years.
