Jim Power

And his conclusion at the end of it all is that geopolitics can mostly be ignored when it comes to asset prices.

Likewise, interest rates, tax regimes and governance issues

And he cites, you know, a number of things that happened during his trading career.

The late 90s Asian and Russian crisis, you know, barely distracted from the dotcom bubble that was evolving at the time.

The financial crisis in 2007, 2008, which actually for the United States particularly proved quite short.

OK, sharp, but short.

And all but 30 billion of the

TARP, 440 billion fund has been paid back.

The US banks are currently this week reporting record levels of profits again.

And they've come back.

It's not just this year.

This has been a story of recent years.

The Eurozone debt crisis didn't last very long.

And we now have countries that were at the

I guess the IT of that, like Spain and Greece, and indeed you could say Ireland are now back in pretty decent growth territory.

You have the Brexit situation, you have tariffs, you've Ukraine.

You have demographics, you have climate change, you know, all of these big developments and big issues largely have no effect on equity market performance.

At least this is what Stuart Kirk believes.

And he picks out a couple of things that he thinks actually have been very fundamental to the world.

One was China's admission to the WTO in 2001.