Ignore “tragic” politicians, care less about US-China tensions and look for value in emerging markets - that’s the take from a United States geopolitical investment strategist and author who advises global hedge funds.
“I think policymakers, politicians, leaders, authoritarian dictators, whatever you want to call them, they’re far less relevant. They’re really tragic characters in the play of geopolitics.” Marko Papic, author of Geopolitical Alpha and chief strategist at Santa Monica-based Clocktower Group, told Markets with Madison.
Papic’s investment framework focused on the constraints placed on politicians, not what they do or say.
“Politics is all about figuring out the path of least resistance and policy often follows that path.”
