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.

Discuss the implications of rising risk premiums in global equities.

What role does policy support play in the performance of emerging markets?