Thematic Investing: Shifting geopolitics and power

Presented by

Justin Simler, Tatton IM | Melissa Davies, Chalk Macro | Axel Christensen, Blackrock | Rob Drijkoningen, Neuberger Berman

About this talk

This discussion will examine whether the trend to globalization is now reversing and what this means for geopolitics, asset returns, and investment portfolios. Increasing globalization, enabled by technological advances, has led to a hyperconnected and urbanized world. This in turn has led to systemic challenges such as sustainability, social inequality, pandemics, cybersecurity, and mass migration. Join this webinar to hear the panelists discuss topics that include: · Divided nations and market-based solutions · The rise of nationalism: the future of global governance and trade alliances · The impact of a new cold war · The changing opportunity in emerging markets · The erosion of trust and de-dollarization · The global savings challenge · The decline of super-cities
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (14)
Subscribers (6548)
The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.