Amareos

Ryan Shea

Thematic (Sector/Industry)

Summary Over the past 12 months, elevated political risk has become a fact of life for investors. After the recent unilateral US airstrikes on Syria in response to the Assad regime’s use of chemical weapons, rather than abating political risk is intensifying. So far, the market response to the airstrikes has been relatively measured. This could reflect confidence that a political (as opposed to military) solution to the Syrian crisis will be achieved - an immense challenge even before these…

Summary Over the past 12 months, elevated political risk has become a fact of life for investors. After the recent unilateral US airstrikes on Syria in response to the Assad regime’s use of chemical weapons, rather than abating political risk is intensifying. So far, the market response to the airstrikes has been relatively measured. This could reflect confidence that a political (as opposed to military) solution to the Syrian crisis will be achieved - an immense challenge even before these…

The Market Sentimentalist: Syria's Crisis