Publications

- March 1, 2019: Vol. 31, Number 3

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Domestic and geopolitics: Some of the themes driving investment decision making

by Geoffrey Dohrmann

Over the course of a given year, we speak with hundreds of investors and their investment managers during our normal outreach efforts, as well as in the discussions that take place at our Editorial Advisory Board meetings around the globe, and at our VIP conference programs, CEO Summits, Springboard programs and Sponsor Briefings.

Reflecting on what we’ve been hearing, we then are able to tease out a series of themes that help inform the editorial direction of our publications for the year to come.

In 2018, those themes included future shock (information overload), turns in the road (including end-of-cycle angst), domestic and geopolitics, vehicles, property types, investment strategies, replacement cost, technology, competitive pressures, talent, and consolidation.

Domestic and geopolitics in particular have commanded a great deal of investor attention over the past 12 months.

On the domestic front, folks seemed to be lined up in different camps with r

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