In a world filled with negative headlines, the global economy continues to show resilience. In his latest macro update, Kevin Boscher sits down with Jamie Mourant to discuss the current macroeconomic landscape, highlighting why there is reason for cautious optimism.
Together they discuss:
- Global growth outlook: Why the US and China remain central to global stability and how expansionary policies across major economies could drive modest acceleration in growth.
- Tariffs & trade: The evolving impact of tariffs on global trade, US growth, and inflation.
- Inflation trends: How structural forces such as ageing populations, fiscal expansion and geopolitical shifts are shaping a new era of persistently higher inflation.
- Interest rates & central banks: Insights into expected rate moves from the Fed, Bank of England and others and what this means for investors.
- Investment strategies: Where the best opportunities may lie — from equities and emerging markets to specialist debt, gold, and commodities.
- Fracturing global economy: How shifting geopolitical alliances and economic realignments will influence markets for years to come.
- Key risks : From a potential US slowdown to energy shocks and currency crises, we examine the challenges that could derail growth.
