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ALA2024

Andy Langenkamp

Senior Political Analyst

Andy is an internationally published political commentator, who specialises in assessing the repercussions for the financial markets of economic and geopolitical events. His weekly Global Political Analysis is one of our most subscribed publications and its inclusion as a stand-alone research area is a testament to Andy’s excellent analysis. Andy gained his extensive experience working in the foreign affairs editorial team of the Dutch quality daily, Trouw. He holds a master’s degree in International Organisations and International Relations and has completed his postgraduate studies at the Netherlands Institute of International Relations. Andy’s articles, columns, and comments have appeared in well-respected domestic and international publications including Het Financieele Dagblad, De Tijd in Belgium, The Guardian in the UK and Forbes and Politico in the US. He has also been a regular contributor to media outlets like The Huffington Post, Real Clear Politics and The Hill and has been a guest on various radio shows.

Recent Publications

Don’t fight the Fed, but defy the CCP

Thursday, 29 February 2024

The adage among investors in recent decades has mostly been ‘Don't fight the Fed’. Financial markets do not seem to hold this view with regard to the Communist Party of China: in spite of statements about economic growth and stimulus efforts by Chinese policymakers, investors have largely shunned Chinese shares. Will China disappoint, and if so, what are the implications for the global economy and markets?

Has the West fired all its fiscal & monetary guns?

Thursday, 15 February 2024

What will continued populist advances in Europe and a Donald Trump election victory mean for financial markets?

Does geopolitics necessitate hedging? Part I

Thursday, 01 February 2024

What are the chances of the Ukraine war dealing another painful blow to the global economy, and what is the risk to financial markets of further escalation in the Middle East? 

Colleagues

Arian Ververs

Managing Director
AVE2024

Maria Thorvardardottir

Sales Director
MTH2024

Edward Markus

Founder & Chief Economist
EMA2024

Maarten Spek

Global Macro & Investment Strategist
MSP2024

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