The Fiscal Age
Three Forces Reshaping the Global Economy
Three Forces Reshaping the Global Economy
For decades, monetary policy has been the dominant force shaping investment returns. Today, that is changing. As structural demographic shifts accelerate and geopolitical fragmentation reshape global capital flows, Governments across the global will be forced to take a more active role in our socioeconomic experience.
This is what we call “The Fiscal Age.”
In this latest thematic report, Ernst Knacke, Head of Investment Research at Shard Capital, explores the structural forces redefining markets and what they mean for investors today.
Markets are shifting. Positioning matters.
Speak with one of our investment managers to understand how these structural changes may impact your investments.
Explore the key themes behind The Fiscal Age in our latest podcast episode below 👇🏼
Listen on Spotify here.
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