Coronavirus: Is this the end of globalisation?

In this Fiduciary Investors series podcast Amanda White talks to Princeton University’s Professor Stephen Kotkin about the fragility of the global political economy and the potential end of globalisation.

The podcast discusses the limitations of risk management systems used by many investors and the need for a new risk framework that looks beyond a linear construct to enable investors to better grasp the complexity of investing.

It discusses the fragility of the environment and the economy due to:

  • The underlying paradox of globalisation
  • The lack of recognition of adaptive complex systems
  • And a stagnant political organising framework.

About Stephen Kotkin
Stephen Kotkin is the John P Birkelund Professor in History and International Affairs at Princeton University.
He is the co-director of the program in history and the practice of diplomacy and the director of the Princeton Institute for International and Regional Studies. He established the Princeton department’s Global History initiative and workshop, and teaches the graduate seminar on global history since the 1950s.
He also holds a joint appointment in the Woodrow Wilson School for Public and International Affairs at Princeton and is a research scholar at the Hoover Institution at Stanford University.
He has authored many books including his latest Stalin: Waiting for Hitler.

About Amanda White
Amanda White is responsible for the content across all Conexus Financial’s institutional media and events. In addition to being the editor of Top1000funds.com, she is responsible for directing the global bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts.  She holds a Bachelor of Economics and a Masters of Art in Journalism and has been an investment journalist for more than 25 years. She is currently a fellow in the Finance Leaders Fellowship at the Aspen Institute. The two-year program seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry.

Suggested reading:

Sponsored Content

Spillover: Animal Infections and the Next Human Pandemic (2012). David Quammen

The Butterfly Defect: How Globalization Creates Systemic Risks, and What to Do About It (2014). Ian Goldin and Mike Mariathasan,

The Rules of Contagion (2020): a mix of biology, mathematics, history, behavioural science, and anecdote, exploring how disease, ideas and behaviours move about and then cascade. Adam Kucharski.

Leave a Comment

Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

In the latest episode of the Fiduciary Investors Series, Liao spoke with Top1000funds.com Asia Pacific correspondent Darcy Song on why the convergence of innovation, demographics and improving shareholder returns makes Asian equities an increasingly compelling diversification trade for asset owners navigating a geopolitically fractured world.

Sort content by

In conversation with Simon Pilcher, USS

In this Fiduciary Investors Series podcast Amanda White speaks to Simon Pilcher the chief executive of USS Investment Management, which manages assets for USS, the largest private pension scheme in the UK about the complexity of a sustainable strategy – including divestment and manager expectations – as well as the opportunistic investments the fund has made in private assets and credit.

Liability driven investing 2.0: How HOOPP is evolving its investment strategy

In this Fiduciary Investors Series podcast, Amanda White talks to Jeff Wendling, chief executive of HOOPP – the C$94 billion Healthcare of Ontario Pension Plan. In 2007, HOOPP moved to a liability driven investing approach, which included a large allocation to bonds and internal management. In a very different interest rate environment it is now exploring if that is still a relevant approach.

Can America be great again?

With only a few days before the US election Amanda White speaks with Stephen Kotkin, the John P Birkelund Professor in History and International Affairs at Princeton University, about what it would take to actually make America great again.

Improving alternative investment industry practices: John Claisse

In this Fiduciary Investors Series podcast, Amanda White speaks with John Claisse, the chief executive of Albourne Partners. Albourne, which is a leading consultant focused on alternative investments, has been advocating for better practice within the alt

Andrew Parry on staying relevant in a changing world

In this Fiduciary Investors Series podcast, Amanda White talks to Andrew Parry, head of sustainable investment at Newton Investment Management about the complexity of sustainable investment, and the role of the finance industry in guiding investors to cho

Florida’s Ash Williams on opportunities in a crisis

In this Fiduciary Investors Series podcast Amanda White talks to Ash Williams, the executive director and chief investment officer of the Florida State Board of Administration about managing a large institutional portfolio in a time of crisis. Drawing