Sir Michael

Global Capital Markets

Alison Mask, Sir Michael, Mark Machen, Mark Atanasios, Joe, Elif

Distinguished economists and investors, including Sir Michael, Mark Machen, and Elif, analyzed the interplay between global populism driven by the financial crisis and China's projected rise to 25% of global GDP by the mid-2030s. While the panel highlighted significant risks ranging from debt crises and demographic shifts in China to "covenant lite" leveraged loans in the US, they also noted that accommodative central bank policies continue to support risk-taking and asset valuation. Concluding with divergent forecasts for the coming year, experts recommended strategic allocations to distressed assets, private equity, and structured credit to navigate the market's increasing volatility and fragmentation.