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    Kevin Warsh on Inflation, Central Banks, and the Resilience of the US Economy

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    ThinkSpace

    Macro Outlook

    Macro Outlook

    The Changing World Order

    Companies need to adjust to the reality of a fundamentally different US-China relationship.

    18 Nov, 2019 ∙ 8 Mins Read

    Macro Outlook

    Uncertainty: Key Drivers and the Path Ahead

    As uncertainty persists, investors must be prepared for any one of multiple, disparate futures.

    18 Nov, 2019 ∙ 7 Mins Read

    Macro Outlook

    Howard Marks on the Impact of Interest Rates Being Lower for Longer

    “Lower for longer” interest rates have produced distorting effects.

    28 Oct, 2019 ∙ 1 Min Read

    Investment Strategies Macro Outlook

    Asia’s Growing Importance in the Global Economy and Financial Markets

    GIC continues to take a constructive view on Asia’s long-term future.

    03 Jul, 2019 ∙ 10 Mins Read

    Macro Outlook

    China as a Tech-Enabled Economy and Global Innovator

    China’s internet ecosystem and global presence will continue to grow.

    01 Nov, 2018 ∙ 4 Mins Read

    Macro Outlook

    China’s New Growth Model: Outlook and Impact

    Despite juggling multiple transitions, China remains highly attractive as a long-term investment destination.

    01 Nov, 2018 ∙ 5 Mins Read

    Investment Strategies Macro Outlook

    A Long-Term Future in an Uncertain World

    How can investors avoid short-termism and focus on long-term trends?

    01 Oct, 2017 ∙ 4 Mins Read

    Macro Outlook

    High Uncertainty amidst Low Volatility

    Do not confuse a low-volatility environment with a low-risk one.

    10 Jul, 2017 ∙ 6 Mins Read

    Macro Outlook

    Preparing for a Low-Yield Environment

    Focus on a long-term, diversified, and relatively conservative portfolio.

    28 Jul, 2016 ∙ 0 Mins Read

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