Harrison: Post-Brexit, Trump Political Premium in Markets

The video discusses the heightened political risk in Europe following Brexit and Trump's election, focusing on the Italian referendum and French elections. It examines market reactions, polling accuracy, and potential investment strategies amid political uncertainties. The discussion highlights the differences between Brexit, Trump, and Marine Le Pen's situation in France, suggesting that political risk in Europe might be overestimated. The video also explores how investors might navigate these risks through various financial instruments.

What factors contribute to the perception of higher political risk in European assets following Brexit and Trump?

How does the Italian referendum relate to the current political climate in Europe?

In what ways might a 'yes' vote in the Italian referendum be perceived as a positive surprise?

What are the potential implications of Marine Le Pen's candidacy in France compared to Brexit and Trump?

How might political risk affect investment strategies in European banks and assets?