From finding recovery since the COVID19 pandemic to geopolitical outbreaks, investors have rolled with the punches stemming from volatile conditions across market cycles. Despite signs of resilience and optimism, global growth forecasts have been uneven across emerging markets, developing economies, and advanced economies. Foundational tenets of neoliberalism have repeatedly been called into question amid intensifying geopolitical tensions and unrest, such as G10 interest rate coordination, comparative advantage-based trade, and supranational corporate interests prioritizing global supply chains over geopolitical interests. What are the broader economic and market implications of increased geo-economic fragmentation? Is there still room for multilateralism against such a fragmented backdrop? What remains of challenges faced by policy makers, corporate executives, and asset managers alike? Are we experiencing a recurrence of history or rewriting the chapter of our times? 

Moderator

David Westin

Anchor, Wall Street Week, Bloomberg

Speakers

Andrew Junkin

Chief Investment Officer, Virginia Retirement System

Karen Karniol-Tambour

Co-Chief Investment Officer, Bridgewater Associates, LP

Rohit Sipahimalani

Chief Investment Officer, Temasek

Max Stone

Executive Committee Member, The D. E. Shaw Group