CIO Insights: Markets on the Move

Overview

The world economy is evolving and investors will need to adapt. We look at how the investment landscape is likely to evolve, against a background of continued economic growth but sustained uncertainty around China, Europe, and elsewhere. It makes sense to stay invested, but hedge, with market volatility creating opportunities as well as risks. Over the long term, we consider what a new structural cycle—the “new techonomy”—will mean for the next phase of global economic management. 

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