Investors should be on guard for a more volatile and disruptive phase ahead.
MACRO
On a Long Enough Timeline, History Repeats
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
