Remarks: Canada, The Americas and the Global Economy: Investing in an interconnected world - October 14, 2020
The annual Global Macro Conference sponsored and organized by the Official Monetary and Financial Institutions Forum (OMFIF) and Scotiabank’s Global Capital Markets - October 13-14, 2020
My remarks on the Oct. 14 Pension CIO panel follow.*
The striking differences between the plans for the US economy of President Donald Trump and his challenger, former vice president Joe Biden, are being pushed off center stage by the theatrics of a willful, unpredictable White House incumbent in the midst of a suddenly very challenging campaign.
Charles Kupchan has a new book coming out on October 1st about the history of isolationism in the US. Ever since George Washington advised his new country ‘to steer clear of permanent alliances with any portion of the foreign world” the US has historically been a place people went to in order to escape disruption.
I'll be speaking this Friday, Sep 18th about the evolution of the U.S.-China Relationship https://eventbrite.com/e/evolution-of-the-us-china-relationship-under-xi-jinping-tickets-118029608737…
Event is open to the public and hosted by the Georgetown School of Foreign Service, Asian Studies Program and Eleanor Hughes will be moderating.
Here is the info on the event.
I moderated a panel on China's tech sector for the CFA Society of New York on September 9th.
The geopolitical rise of China has been accompanied by the meteoric rise of a handful of mega-cap Chinese technology companies. Will these category-killers stop in the Pac Rim, or will their dominance expand abroad to challenge the large U.S. firms?
please click the following link to watch.