(Harvest) We think there’s potential for major impacts on global capital markets. We expect to take aim at areas such as trade protection, immigration, higher taxes on corporations and high-income earners, and big wage increases. All these policies tend to be inflationary, so it’s likely that populism will boost inflation rates over the medium to long term.
But that’s only one impact we see—investors can expect populist dynamics to have five major influences on their strategies
