Investment managers must be unusually attentive to politics

A return to safe-haven stocks

clock • 2 min read

Just as the markets were thinking we had got through Brexit uncertainty, trade wars and a nasty patch of political turbulence, US President Donald Trump springs another jolt on us.

It is difficult to see at this stage whether the assassination of Qasem Soleimani is simply the next act in the opera of the US election - a posturing President showing he is a strongman defending American citizens around the world - or a response to a genuine threat. Nor can we tell what impact it will have.  Experts urge investors not to reposition portfolios in wake of 'inferno' Iran-US crisis Trouble in the Middle East always raises the spectre of rising oil prices. This is not so much an issue for the US because of its shale gas supplies. It is for Europe, which is why Europea...

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