Kevin Warsh’s strong views on economic governance, and his precocious nature, will hold him in good stead as he takes the reins of the US Federal Reserve. For investors, his views on the conflating of monetary and fiscal policy are key considerations to watch.
Condoleezza Rice, the 66th US Secretary of State and current director of Stanford University’s Hoover Institution, said the new world order will have several characteristics of which there are already signs: more protectionist trade policies, a redistribution of security burdens, and louder voices for those marginalised in globalisation.
Former US Secretary of State Condoleezza Rice and Franklin Templeton Investments president Jenny Johnson told the Fiduciary Investors Symposium that the big trends of demographics, digitisation and de-globalisation are creating plenty of opportunities for investors, and cautioned on major global geopolitical risks, specifically, the ongoing Russia-Ukraine conflict.
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