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The Age of Disorder – the new era for economics, politics and our way of life

September 9, 2020
The world is on the cusp of a new era that will be characterised initially by disorder with a likely loosening of the globalisation that created the rapid economic and asset price growth of the last 40 years, according to Deutsche Bank’s Long-Term Asset Return Study 2020. [more]

More documents from Jim Reid

54 Documents
November 25, 2020
1
The global economic outlook has improved since September thanks to the positive vaccine news, and we now see global GDP returning to its pre-virus levels in Q2 2021. Significant risks around this forecast remain both to the downside (if the virus were to spread more severely this winter or a vaccine rollout were delayed) and the upside (if a vaccine rollout is quicker than anticipated). [more]
September 24, 2020
5
Over the summer months, the outlook for the global economy and financial markets has brightened. As such, we now see the global economy contracting by a smaller -3.9% this year, with global activity returning to its pre-virus level by the second half of next year, albeit with the major developed countries likely to take several more quarters to reach the same point. [more]
September 21, 2020
Analyst:
7
Stefan and Jim discuss how Continental has been impacted by COVID 19; within the organisation and with external stakeholders across themes like working from home, where the company is now with ESG – the hottest topic pre pandemic ESG – supply chain issues, the relationship between the US and China and how is Tesla disrupting the market. [more]
September 16, 2020
8
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [more]
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