What's driving investment markets as global dynamics shift?
A restructuring of the world order is changing how we work and invest. As new technologies like AI reshape industries, and countries rethink how they trade and manage money, investors face new challenges and opportunities. Understanding these global shifts can help you make sense of today’s fast-changing economy and prepare for what’s next.
To get the highlights, read the summary here or watch our video to learn more.
Chapter 1
AI & productivity
As labour and capital play smaller roles as economic drivers, productivity becomes the fundamental key to growth. Could AI become the next transformative force on par with railroads, PCs and the internet? What is the balance between technological advancement and AI investment in the US and globally?
Chapter 2
Trade & capital flows
Trade and capital flows are inherently linked. Rebalancing the existing system will likely have multiple macro and market impacts. Shifts driven by US policies have already begun to take effect. We examine three such shifts that may provide clues to the potential impacts of current account rebalancing.
Chapter 3
US debt & dollar
Prolonged US economic strength has attracted the world’s surplus savings. The US dollar’s reserve status has further sustained these flows. As a result, a significant share of US financing has become largely insensitive to interest rate changes. But as the US budget deficit expands, what are the policy levers that could help address the debt challenge? And are there any viable alternatives to the US dollar?
We're here with the support and solutions you need.
Don't hesitate to reach out if you have questions or need assistance.
Luis Arocha
Wealth Management Consultant
Southeast & Uruguay
Alexandra Cerquone
Marketing Manager
US Offshore
Ben Ehrlich
Associate Business Development Manager
US Offshore
Eric Figueroa
Wealth Management Consultant
Southeast & Uruguay
Mario Gonzalez Perez
Head of Iberia & US Offshore
Managing Director
Iberia, US Offshore and LATAM
Jameel Jiwani
Wealth Management Consultant
Northeast
Paulino Medina
Wealth Management Consultant
Texas & West Coast
Eddie Rascon
Portfolio Strategist
US Offshore
Eileen Umanzor
Client Group Assistant
US Offshore
Daniela Mendez
Business Development Associate
US Offshore