When we embarked on publishing The Coxe Strategy Journal, a core thesis of our work was that geopolitics was becoming a major investment theme in which truth would emerge over months and years.
In this issue before we take a break from publishing for summer, we cover many of those themes as they evolve. We hope we have given you lots to think in about your investment planning.
- The Background and Likely Outcome to the Latest Arab Oil Shock.
- Geopolitics and Syria
- Yesterday, Today and Tomorrow: the consequences of negative interest rates for pension funds, insurers, charities and savers, and bond investments.
- A New Commodity Bull Market?
- The US Elections: Clinton, Trump and Sanders: what does the US election mean for investors and for world peace.