Weekly Geopolitical Report - The 2013 Geopolitical Outlook (December 17, 2012)

Weekly Geopolitical Report – The 2013 Geopolitical Outlook (December 17, 2012)

by Bill O’Grady

As is our custom, in mid-December, we publish our geopolitical outlook for the coming year. This list is not designed to be exhaustive. As is often the case, a myriad of potential problems in the world could become issues in the coming year. The lineup listed below details, in our opinion, the issues most likely to have the greatest impact on the world. However, we do recognize the potential for surprises which we will discuss throughout the year in the weekly reports. This will be our last report for 2012; our next report will be published on January 14, 2013. And so, we wish all our readers happy holidays and a joyous 2013.

Issue #1: The Continued Evolution of U.S. Hegemony

Issue #2: The Rearming of the Axis

Issue #3: The Arab Spring Develops Unabated

Issue #4: The Problem of China

Issue #5: The Great Game between China and Russia

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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.