Dr. Alexis Crow

Alexis Crow, PwC chief economist, unpacks macro and geopolitical shocks. Emily Roland, Manulife strategist, maps asset allocation and market positioning. Cam Dawson, NewEdge CIO, dissects SpaceX fever, AI investment and liquidity dynamics. Dan Tannenbaum, Oliver Wyman partner, explains sanctions, deal mechanics with Iran and trade fragmentation.

Alexis Crow, Partner and Chief Economist at PwC US, discusses the shift in the U.S. economy from a K-shape to a 'Pac-Man' pattern, where top incomes rise while the bottom 50% stagnates. She emphasizes the role of AI in addressing skill shortages and boosting productivity, albeit with delayed effects. Iain Stealey, International CIO for Fixed Income at JPMorgan, highlights opportunities in UK bonds amid inflation and previews a carry-rich environment in fixed income, while also noting the potential in European peripheral debts.

Sir Mark Rowley, Metropolitan Police Commissioner focused on counterterrorism and urban safety. Alexis Crow, PwC Chief Economist specializing in macro trends and energy shocks. They discuss energy-driven market shocks and AI versus labor effects. Conversation also covers policing tech like data science and facial recognition, and international security cooperation.

Steve Lampley, BlackRock iShares fixed income co-head, explains bond ETF flows and fixed-income demand. Troy Gajewski, Future Standard chief market strategist, covers AI-led rotations, sector moves, and tactical trades. Alexis Crow, PwC chief economist, discusses global financial stability and fiscal strains. They debate market positioning, AI investment themes, bond flows, and geopolitical risk implications.

Dr. Alexis Crow, Chief Economist at PwC US, offers a deep dive into the unpredictable world of global investing shaped by geopolitics. She discusses the significant impacts of Trump's tariffs on market sentiment and the resulting cautious strategies among investors. The conversation highlights a shift toward diversification across various global markets, especially in Asia-Pacific's energy sector. Crow also examines the political landscape's influence on U.S. economic stability and the intricate risks of private credit amid changing asset dynamics.