Buy-side Perspectives Issue 8 | Page 6

THE WESTERLY WINDS

REFORM

FROM THE LEFT , TOWARDS THE RIGHT
Kristian Karppi , Managing Director , K & K Global Consulting Ltd
Similar to the Arab spring in the early 2010s , there is a democratic move towards a reform of the Western world by strong conservative , anti-establishment sentiments since 2015 and we don ’ t seem to have seen the end of this yet . In many instances within Europe , the sentiment highlights an increasing public discontent with the European Union for the same reasons the U . S . population voted against a further presidential rule by the Democratic party . National protectionism , retaining welfare within the countries and pro-immigration controls are on the rise . There is still divided opinion about whether to continue the establishment ’ s actions antagonising president Vladimir Putin and Russia . Regardless of one ’ s political opinion , the past and upcoming events will undoubtedly have a significant impact on the geopolitical balance and the capital markets .
6 www . buysideintel . com March 2017