Trying to guess what lies ahead is hazardous because historical data on which forecasters rely are all over the place. Moreover, there are many big unknowns and many vexing queries, which can overlap with geopolitical concerns. In recent years, a noticeable shift in the investment landscape has occurred from globalization to deglobalization; plentiful energy to scarce; Washington consensus to conflict among great powers: codependency to isolation; population growth to ageing; fiscal responsibility to largesse; free capitalism to state capitalism; free markets to regulations; disinflation to inflation; and from a loose monetary regime to a conventional one.
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By Hubert Marleau
By Hubert Marleau