in this exclusive interview croisée with Nozipho Tshabalala, AllanGray Pension Leaders Summit, Maher–Nicolas J. Firzli and the Hon. Nick Sherry look at “the future of finance in the Age of Geoeconomics” … The new era will be marked by “durably higher interest rates” and an accelerating shift of economic growth dynamics towards “ASEAN, India, the Arabian Gulf and Australia” … In that new context, the US economy (driven by PE investors and VC innovators) and “pension superpowers” (incl. Holland, Switzerland and the UK), will fare better than OECD and EU average(s), and “tech investments and the Fifth Industrial Revolution (FIR) will be defined, to a large extent, by the intensifying Sino–American rivalry across sectors and geographies”.
Cold War II and the Asianized World: Financial Markets Adjusting to “The Great Pivot”
