Market concerns over Italy's political crisis appear to be overdone, with several asset classes staging a relief rally of sorts overnight. Beyond geopolitical risk, Geoff also outlines other themes that could drive markets moving forward.

<p>Market concerns over Italy's political crisis appear to be overdone, with several asset classes staging a relief rally of sorts overnight. Beyond geopolitical risk, Geoff also outlines other themes that could drive markets moving forward.</p>

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