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Biden’s focus: Climate, China and Jobs
PGIM's chief economist and head of global macroeconomic research, Nathan Sheets, outlines what Biden's priorities will be and how his key appointees will lead their departments. He also explains why he believes inflation will remain low and that investors will increasingly move into risk assets.
articleGeopolitics
Biden’s headwinds; Trump phenomena fades
Joe Biden has come to the presidency with all the ingredients for success however there are a number of sweeping global trends underway that will continue whoever is in the White House. Professor Stephen Kotkin examines these trends and looks at where there may be geopolitical risk under a Biden presidency.
articleGeopolitics
Investors wary of a fragmented world
As geopolitical risks increasingly stalk developed markets, asset owners sifting through the noise for long-term trends believe a fragmented world is here to stay. We spoke to CalSTRS, OPTrust, PFA and USS about the impact on their portfolios.
articleGeopolitics
Can America be great (again) ?
An erosion in social cohesion, lack of trust in institutions and lack of social mobility have weakened the fabric of society in the US; and it is these issues that are on trial as the country goes to the polls not who wins or loses, according to Stephen Kotkin, the John P Birkelund Professor in History and International Affairs at Princeton University.
Session recordingGeopolitics
Resilience, diversification and policy
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Session recordingGeopolitics
What will monetary and fiscal policy…
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Session recordingGeopolitics
The global state of democracy
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Session recordingGeopolitics
The US election – What now?
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
ArticleGeopolitics
Kotkin’s mega trends: Deadends & despair
Political regimes around the world are stuck in a series of dead-ends and despair. Most importantly, the China-US relationship has hit a brick wall as their fundamentally different values and interests clash. Deterrents and robust policy is the only way forward, says Stephen Kotkin, professor in history and international affairs, Princeton University.
PodcastGeopolitics
Is this the end of globalisation?
A conversation with Stephen Kotkin, Professor in History and International Affairs, Princeton University.
articleGeopolitics
America, China and Donald Trump
As trade wars between the US and China dominate financial markets, Princeton historian Stephen Kotkin has assured pension funds that the world order that has been in place since World War II remains intact.
ArticleGeopolitics
Geopolitics: portfolio implications
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.