Globalization and Growth in Post-Brexit Markets

The video discusses the implications of a move away from globalization, highlighting the increased risk of a global recession. It explores investment strategies amid uncertainty, noting that emerging markets may be relative winners due to their valuations and policy support. The discussion also covers vulnerabilities in international and US equities, and the role of China in the global economy. The need for a coordinated global policy response is emphasized.

What is one of the main challenges mentioned in the context of stepping back from globalization?

• Stronger international alliances

• Higher odds of a global recession

• Decreased market volatility

• Increased local employment

Which markets are considered relatively safer according to the discussion?

• Asian markets

• European markets

• African markets

• US markets

Why might emerging markets be considered relative winners?

• Due to their high initial valuations

• Because of their technological advancements

• Because of their strong currency

• Owing to their initial low valuations and policy support

What is the current state of international equities as discussed?

• They are thriving and stable

• They are very vulnerable

• They are unaffected by global changes

• They are outperforming US equities

What is expected to be the nature of the global policy response?

• Negligible and delayed

• Focused only on developed markets

• Less coordinated than before

• More forceful and coordinated