Deep water waves: accelerating, broadening, consequential

Franklin Templeton analysts explore the new geoeconomic reality changing the economic, political and public policy foundations that have significance for reserve managers’ strategies. Meanwhile, the struggle between supply-side and demand-side economics is also changing, with a direct impact on the outlook for many countries.

The US, European Union and China are the main global economic powers, respectively representing 26%, 17% and 16% of the world economy: collectively, more than half of global GDP.

However, the impact of ‘waves’ – near-term geopolitical and technological developments, medium-term debt, taxation and climate change shifts, and long-term demographic changes – creates the possibility of a more multipolar order.

Franklin Templeton analysts assess the key considerations for investors, from the weaponisation of energy supply, security relationships, supply chains and trading relationships, access to financial systems and the pricing of commodities, through an interdependent lens.

Download the white paper, Deep water waves: accelerating, broadening, consequential

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