The geopolitical situation is the risk that keeps me up at night, as it continues to mutate in scary directions. It is clearly the wild card. Matthew Kaufler More Quotes by Matthew Kaufler More Quotes From Matthew Kaufler The bias of the ECB is to continue to lean toward a policy of easing; with monetary policy being what it is it will continue to keep equities as the asset class of choice, putting aside geopolitical risk, European markets will continue to strengthen. Matthew Kaufler company-news