It would be nice to think that, with Brexit being concluded early next year and President Trump leaving office, investors will be free to worry less about politics and focus instead upon what we are more comfortable with, such as valuations, earnings and the near-term economic weather. Sadly, though, this is not the case. There is increasing evidence that one of the most important issues in politics – inequality – also matters for investors. And this evidence comes not from radical economists but from the heart of the financial establishment.
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