Private Client Group

June 3rd, 2019

5 key geopolitical risks for investors

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International waters are starting to heat up, as multiple conflicts are testing the U.S. and global markets at once. While the countries (and regions) below may look like the usual suspects, the conflicts are new and the stakes are higher. Here are 5 areas that we think investors need to keep a close eye on moving forward.

Venezuela – Developed nations around the world, including the U.S., have recognized opposition leader Juan Guaido as the legitimate President of Venezuela, while Russia and China continue to support current President Nicolás Maduro’s brute regime. To date, the opposition to Maduro has had little success moving forward, even with the “on paper” support of the developed world. As the conflict continues, Venezuela’s economy has tumbled into near Depression.

What we think investors need to watchAny move by the Maduro government to arrest Guaido or severely thwart his efforts may result in the U.S. and other nations stepping in with military force to confront the situation. Global markets, historically, have tended to correct for longer periods when the U.S intervenes with regime change operations versus limited military strikes.

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Stay Calm During Market Chaos!

Investing is emotional. A bull market can be as exhilarating as a bear market is terrifying (ask any investor who went through 2008). But in our view staying invested is key – since 1926, investors who remained in the market over the long-term came out ahead 99% of the time.1

It’s important to maintain perspective during rough periods so you don’t overreact. If you have $500,000 or more to invest, get our free guide, How To Avoid Emotional Investing. It provides our advice, based on decades of experience, to help you navigate through turbulent times.

Download Our Guide, How To Avoid Emotional Investing.2

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Iran – the Iran situation has been tenuous for years, but since the U.S. withdrawal from the nuclear deal the stability in the region has arguably worsened. Issues came to a head in the middle of May when Iran announced it would abandon its commitments under the nuclear deal and began escalating movements of Iranian-backed forces, including in Saudi Arabia. The United States responded by posturing for escalation in deploying a carrier strike group to the Middle East and removing diplomats from the embassy, while also declining to allow Iran’s oil customers to continue making purchases.

What we think investors need to watch:As tensions rise in the Middle East, investors should keep an eye on oil prices that may result from supply disruptions.

Europe – Brexit headlines have faded as the U.K. successfully petitioned for an extension through October to leave the European Union. But kicking the can down the road doesn’t mean the can goes away, and the uncertainty is being coupled with a slew of elections taking place this summer that could have wide-ranging implications for leadership across Europe. Nationalist parties that are largely “euroskeptic” have been gaining seats in Italy, Germany, and Spain, and the subsequent weakening of governing coalitions could leave Europe effectively leaderless in the back half of the year.  

What we think investors need to watch:Political stability will be key to Europe avoiding recession in the second half of the year.

China – we have written about China many times over in this space, but usually with an optimistic tone about a trade deal seeming like it could be in the offing. That possibility shifted considerably to the negative in mid-May, when talks between the two countries effectively broke down and new rounds of tariffs were put in place. What’s more, the U.S. executive order restricting business dealings with Huawei seems like the U.S. doubling down on its leverage to get China to agree to a deal, with China’s response being to dig their heels deeper into nationalistic resistance.

What we think investors need to watch:Failure to reach a deal in June could come at a critical time for the global economy, as growth already faces a more uphill battle and corporations may be more reluctant to invest.

North Korea – the North Korean regime is back at it, launching its first missile test since late 2017.3 The missile test was just short-range, which is less of an immediate concern than if they were testing intercontinental-range missiles. Even still, provocations from North Korea can add to already rising tensions as described above across the globe, perhaps ultimately contributing to greater market volatility.

What we think investors need to watch:North Korea seems to want out from under global sanctions, so keep an eye on additional moves designed to draw attention.

No matter how these stories unfold, it is impossible to control the highs and lows of market. But there are ways you can manage the highs and lows of your own emotions and stay focused on your long-term goals.

In our view, staying invested is key – since 1926, investors who remained in the market over the long-term came out ahead 99% of the time.4

If you have $500,000 or more to invest, get our free guide, How To Avoid Emotional Investing.5 It provides our advice, based on decades of experience, to help you navigate through turbulent times.

Disclosure

1 Source: Morningstar Direct, 12/31/18. Analysis is performed by looking at the rolling monthly return periods for the S&P 500 Index over the 1-month, 3-month, 1-year, 5-year, 10-year and 15-year to determine if the total return of the index was positive. Respective percentages were calculated off of the number of periods that the index was positive out of the entire history of the data set from 1926-2018.
2 ZIM may amend or rescind the “How To Avoid Emotional Investing” guide for any reason and at ZIM’s discretion.
3 May 13, 2019, Charles Schwab. https://www.schwab.com/resource-center/insights/content/geopolitics-examining-top-five-risks
4 Source: Morningstar Direct, 12/31/18. Analysis is performed by looking at the rolling monthly return periods for the S&P 500 Index over the 1-month, 3-month, 1-year, 5-year, 10-year and 15-year to determine if the total return of the index was positive. Respective percentages were calculated off of the number of periods that the index was positive out of the entire history of the data set from 1926-2018.
5 ZIM may amend or rescind the “How To Avoid Emotional Investing” guide for any reason and at ZIM’s discretion.

DISCLOSURE
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.
Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.
This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article is not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.
Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.
Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein.

It is not possible to invest directly in an index. Investors pursuing a strategy similar to an index may experience higher or lower returns, which will be reduced by fees and expenses.

The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor’s. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor. An investor cannot invest directly in an index.
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