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Frank Kelly: U.S. government and political affairs

Frank is the Founder and Managing Partner of Fulcrum Macro Advisors LLC, a political risk advisory firm based in Washington, DC. He is the senior political strategist for DWS.

Frank's bio

Geopolitical risk creates uncertainty, which can have a direct impact on stock and bond markets. Each week, Frank Kelly offers his expert insight on the latest political news and events from Washington. Learn about the potential effects on client portfolios and what to watch for in the weeks ahead.

Latest geopolitical insights

19-Jul-26 Blog

Frank Kelly’s Geopolitical Week Ahead | July 19, 2026

By: Francis (Frank) J. Kelly

U.S.-Iran tensions escalate, Lebanese President Joseph Aoun meets with President Trump, prediction markets get a hard look in the House, and Trump’s tariffs face expiration, and the European Central Bank and People's Bank of China announce interest rate decisions.

Politics
12-Jul-26 Blog

Frank Kelly’s Geopolitical Week Ahead | July 12, 2026

By: Francis (Frank) J. Kelly

U.S.-Iran clashes resume, Andy Burnham prepares to become the U.K.’s next prime minister, Ukraine’s allies gather in Paris, and Fed Chair Kevin Warsh delivers his first economic report to Congress.

Politics
05-Jul-26 Blog

Frank Kelly’s Geopolitical Week Ahead | July 5, 2026

By: Francis (Frank) J. Kelly

Turkey hosts the NATO summit, Trump calls Putin to spark new Ukraine war peace talks, and Iran buries the Ayatollah.

Politics

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Investment capabilities

DWS is one of the world’s leading asset managers. We provide mutual fund, ETF and separately managed solutions across all major asset classes to individuals and institutions.

Read more

CIO View