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The book for 2024: a preliminary language for a post-global world – video – AllianceBernstein

What are the key issues facing asset owners in the macro environment, the outlook for capital markets, strategic allocation and the future of the investment industry?

Posted on Sep 05, 2024

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... Inigo Fraser Jenkins wanted to discuss the conclusions from AllianceBernstein's book 'a preliminary language for a post-global world'. The book sets out a narrative that starts with the strategic investment outlook and then discusses what that means for capital markets.

Finally, they show what changes are needed to strategic asset allocation and the way people invest. The company make the case that investors face a new regime. This phrase is perhaps overused, but what AllianceBernstein mean by it specifically is that the next 10 years for investors seem set to be very different from the period from 1980 to 2020.

The three mega forces of deglobalisation, demographics and climate change seem set to act in concert to raise the equilibrium level of inflation and lower real growth.

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