GLOBAL OUTLOOK UPDATE – MARKET VIEWS – Q4-2021 STRATEGIC ASSET ALLOCATION

by Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Alessandro Magnoli Bocchi

5 October 2021

In this paper we discuss:

1. The signing of the AUKUS pact among Australia, US and UK;
2. The reason behind Australia’s refusal to purchase the French submarines;
3. Why Australia feels more protected by the US and UK than by the EU against China’s bullying;
4. Why the AUKUS crisis may be the EU’s “Suez moment;” and
5. The geo-strategic implications of the crisis.

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