Morgan Stanley’s emerging markets team examines how globalisation is evolving into a more fragmented, multipolar system as U.S. dominance recedes.
-
Global trade is being rewired rather than reduced, with regional blocs and bilateral agreements replacing multilateral frameworks and intra-Global South trade accelerating.
-
Capital flows are diversifying away from U.S. assets, with declining foreign Treasury ownership and rising allocations to gold and non-traditional currencies.
-
Talent flows are shifting, as migration and investment increasingly redistribute toward alternative hubs outside the U.S.
As global economic gravity disperses, the report explores how emerging markets may capture structural, rather than cyclical, opportunity.
Dit artikel verder lezen?
Abonneer en krijg toegang tot Investment Officer Nederland:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreer gratis en krijg toegang tot Investment Officer België:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreren duurt minder dan 1 minuut.
Geen betaalgegevens vereist
