Investors must beware of shift from globalism to protectionism
The world in part is moving from an ethos of globalism to protectionism – but it can be difficult to assess the extent to which this will continue and how investors should react to such a movement globally, Professor Amin Rajan, CEO, CREATE-Research, told delegates at CAIS 2018.
Rajan was chairing a panel called ‘Living through regime shifts: creating new investment opportunities’ and he started by asking the panel to consider some big questions. “People are asking if there is a regime shift occurring and what the consequences might be if there is. They can be hard to spot but they are always very important in hindsight,” he said. “People are worried about the move to populism but the problem I how do they react?”