Tue, Mar 19, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Other Voices: geopolitics and the future of Europe: a conversation with Ron Wexler and Ian Bremmer

Monday, November 10, 2014

The views expressed in The Citadel Conversation reflect those of the individuals being interviewed. These perspectives are neither endorsed by Citadel nor reflect our view on investments.

In a world where politics and markets increasingly intersect, smart investors look beyond today’s economic data to analyze future market conditions. Nowhere are these issues more pressing than in Europe. To provide a snapshot of Europe’s current geopolitical and economic climate, we spoke to Ian Bremmer, President of Eurasia Group, and Ron Wexler of Citadel’s Global Equities group.

What is the biggest concern for the investor looking at Europe?

Ian: Globally the world is becoming more equal, but within Europe life is becoming more unequal. The national identity in Europe is not "you can make it." There is no European dream like there is an American dream. Instead, it is, "the government provides for all of these people, you will have a good life." That model is failing. Clearly, that is the biggest issue.

For the last several years I have been more optimistic than most about Europe. I understood the economics were bad, but I believed the politics would not allow the Eurozone to implode. This year, we don’t have to worry about the Eurozone, but we certainly have to worry about geopolitics.

What are your specific geopolitical concerns?

Ian: The geopolitics of the world are making Europe much more fragile. The transatlantic ......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1