Investment Opportunities Differ by Policy Approach in Various Geographic Regions
As different governments and various institutions take a diverse array of approaches to the COVID-19 pandemic and the resulting economic and social effects, certain geographic regions have emerged as potentially providing better risk-adjusted expected return characteristics than others. Countries, states, and municipalities that provide policy predictability and an environment conducive to economic activity have seen increased interest from companies and individuals looking for viable business and quality-of-life conditions. The investment implications are numerous, particularly if policy frameworks in different geographic regions continue to diverge.
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- Anthony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management
