An international geopolitical-macroeconomic perspective focusing on underestimated issues
While many European political and business leaders are openly hoping for a Democratic win at the US elections, many investors are hoping on a continuation of the status quo. They can bet on several asset markets without having to price in the geopolitical and security deterioration of Europe. But our independent analysis shows both a Harris or Trump administration would poise serious challenges and risks for Europe. US Foreign Policy under Harris or Trump is likely to get tougher and the biggest casualty sits in a trap of its own making.
Speaker
Christian R. Takushi MA UZH
Macro Economist & Geopolitical Strategist Global Geopolitical Research GmbH
Christian R. Takushi MA UZH
Christian Takushi is a Macro Economist and former Swiss Bank Director with 34 years experience in Research, Portfolio Management and Strategy focused on Currencies, Emerging Markets and Geopolitics.
Since 2015 he supports as a geopolitical economist decision makers: governments, central banks, banks, pension funds and asset managers seek his independent analysis of world events.
He began as a Macroeconomic Analyst at ZKB Research in 1989 and was invited to join Credit Suisse Group in 1993 as Portfolio Manager where he convinced the Private Banking arm to invest in emerging markets building the research & investment teams in Hong Kong and Singapore. Christian was invited to join Swisscanto Asset Management in 1998 as Director where he continued to manage Emerging Asia & Japanese equities for 14 years – shaping also the Global Currency Strategy. In 2012 he joined the Global Emerging Markets unit at BCV Asset Management in Lausanne, where he led the EM Strategy. Since 2015 his research boutique analyses Global Geopolitical Macroeconomic Trends underestimated by consensus.
Takushi has lectured/spoken at the Bank for International Settlements, Lausanne University, CFA Institute, IMD Executive MBA Program, Institute Le Rosey and different governments – Interviewed on Bloomberg TV, European radio and Swiss TV numerous times. Born in Peru in 1966, he did the German Abitur in Natural Sciences at the Humboldt Gymnasium in Lima, became a Physics-Laboratory Technician and achieved a Master in Macro Economics at the Institute of Empirical Economic Research of Zurich University. He is a member of the CFA Institute and the Swiss Financial Analysts Association.