Living Beyond Borders Podcast
June 16, 2022

Could today’s crisis lead to future growth?

June 16, 2022
Citi Private Bank & GZERO Media
SUMMARY

The latest episode of Living Beyond Borders looks at global risks and opportunities considering geopolitical and economic developments since the start of 2022.


Fiscal stimulus in the wake of the COVID-19 pandemic created boom conditions in 2021. But when the world entered 2022, things changed, and in two significant ways. One was the US Federal Reserve pivoting from being accommodative to going into full inflation control mode when faced with rising consumer prices caused by supply chain shocks.

The second one was Russia's invasion of Ukraine, in February, which caused another giant shock to the global economy. It continues to influence energy and commodity prices, and has materially altered the world’s geopolitical landscape. Both developments, are having a bearing on investment. We saw the concomitant fall of equities and fixed income by a substantial amount, which is a rare market event and signals a turning point for investors.

But when the near term looks more problematic and crisis prone, you have the potential for creating a lot of opportunities for medium- and long-term investment. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines global risks and opportunities taking into account geopolitical, socioeconomic and monetary policy developments since the start of a tumultuous 2022.

Moderated by Shari Friedman, Managing Director of Climate and Sustainability at Eurasia Group, this episode features David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth, and Ian Bremmer, President of Eurasia Group and GZERO Media.

OUTLOOK

Mid-Year Outlook 2022

2022 has seen a reset of the international world order and the end of boom conditions in markets. Despite uncertainties, we see many reasons to be fully, but wisely invested. Our Mid-Year Outlook is a critical guide for investors around the globe.

Find out more