Quinlan: Be Geopolitically 'On Your Toes' in 2017

The transcript discusses geopolitical challenges and their impact on investment strategies, focusing on US and European perspectives. It highlights the importance of adapting to changing facts and avoiding common investment mistakes. Opportunities in European markets, particularly in industrials and chemicals, are explored, along with the benefits of investing in multinationals for foreign exposure.

What challenges are mentioned regarding the transatlantic economy partnership?

How does the perspective of a US investor differ from that of a European investor in 2017?

What are the potential benefits for European companies if the US faces problems with China?

What is the rookie mistake that investors make when they fall behind in performance?

How should an investor's portfolio change in response to a different economic environment?