Globalisation isn't dead, but it is undergoing a fundamental shift which will reshape the global economy and markets in the years ahead. Group Chief Economist Neil Shearing discusses The Fracturing of the Global Economy, our major new research project, which makes the case for the resurgence of geopolitics as a major driver of economic and market outcomes for the first time in a generation. He talks about how the global economy is coalescing US and Chinese economic blocs and explains what this will mean for flows of everything from finance to technology to people.
The Weekly Briefing from Capital Economics