Markets Have Ignored Political Risk for Last Two Years, Says Allianz’s Dwane

The video discusses the impact of political risks such as Brexit, Trump, and US-China trade on market strategies. It highlights how markets have historically ignored political risks until policy changes occur. The discussion includes skepticism about the US-China trade deal, suggesting China may not fully comply with expectations. The UK market's underperformance and its valuation are also examined, with a focus on the role of Fed policy and economic conditions in market trends.

How has the market's perception of political risk changed over the last few years?

What are the implications of Brexit on trade strategies according to the speaker?

What does the speaker suggest about the potential trade deal with China?

In what ways does the speaker believe the UK market is currently undervalued?

What factors does the speaker indicate will influence the future performance of the markets?