In collaboration with George Magnus, an associate of the China Centre at Oxford University and former chief economist of UBS, we have been re-examining some of the structural forces that have characterised global economics and finance in the past several decades and believe that major changes are occurring:
- The defining trend in global economics and finance in the last 30+ years has been the structural deflationary impetus across the global economy with the corresponding decline in interest rates which has led to a secular inflation of asset values.
- The defining trend in geopolitics over the same period has been the rise of China and its integration into the global economy and trading system.
This webinar is available to view using the link below.
The views and opinions expressed in this webinar are those of the presenters, Mark Astley and George Magnus, as of March 2022 and do not necessarily represent the opinions of Millennium Global or any of the funds/accounts it manages or any of its Portfolio Managers.
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