Five reasons investors should expect the unexpected

Contributing sentiments towards policy:

61% : But we also saw an explosion in the deployment of renewable energy and rising energy efficiency that was not previously anticipated.
57% : "Since @POTUS took office, private companies have announced over $480bn in manufacturing and clean energy investments & the Admin has awarded over $220bn in infrastructure funding," Heather Boushey, an economic adviser to the White House, tweeted this week.
51% : But since the Great Financial Crisis of 2008, there has been a stealthy paradigm shift in the West, as more state intervention has crept in, first in finance (to stem the GFC), then in money markets (with quantitative easing), then in healthcare systems and supply chains (during the Covid-19 pandemic) -- and most recently in the energy sector and strategic industries such as chips (as a result of war.)
35% : Might the US fight Iran?
34% : This shaped assumptions of investors, many of whom assume that government intervention in "free" markets is a bad idea.

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