The series concludes with the investment outlook for the U.S. and international markets. Sharma believes we may have seen peak U.S. dollar performance and argues for allocating assets across international and emerging markets. He makes the case that continued geopolitical crosscurrents point toward a longer term trend away from the dollar’s status as the world’s reserve currency.
Looking Ahead
The third chapter examines the evolution of government intervention in the American economy and caution against focusing solely on consumer price inflation while ignoring financial stability. They argue for a more balanced approach to intervention in the economy.
This thought-provoking chapter expands on the concept of “maximalist rescue culture,” which Sharma believes to be one of the biggest threats to long-term economic growth. Their discussion centers around the decline in U.S. productivity despite technological advancements, the increase in so-called zombie companies, and the effects of a shifting concentration of wealth among top American companies.
Maximalist Rescue Culture
The first chapter of our series covers the current economic climate, touching upon the ongoing banking crisis and its broader implication for other sectors including tech, the rescue of depositors in the recent banking collapse and the moral hazards of bailouts.
Quarterly
Investment
Outlook
This insightful four-part series dives into the major themes that are shaping the current global economic landscape. The discussion explores a range of topics including the state of the U.S. and global economy, the role of the U.S. dollar, the impact of technology on financial markets, and inflation.
WITH GREGORY J. FLEMING, CHIEF EXECUTIVE OFFICER & RUCHIR SHARMA, CHAIRMAN OF ROCKEFELLER INTERNATIONAL
Intervention & Inflation
Setting the Stage
PART 4
Q2 2023
PART 2
PART 3
PART 1
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