Geopolitical Strategy
Beta Report
Will Trump Conquer North America?
Trump’s territorial ambitions threaten to deliver negative surprises and “black swan” risks during his four-year term. Military conflicts on the Mexican border raise the biggest risk, but US intervention in Panama can never be ruled out. The investment impact will be limited unless the trans-Atlantic alliance is damaged.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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