In this presentation, we will embark on an exploration of the big economic cycle, tracing its evolution throughout history and analysing its profound impact on global order. By examining key historical events, from tulip mania to the railroad bond frenzy to the big tech bubble, we will consider how shifts in economic paradigms have influenced geopolitical dynamics.

As we transition to the contemporary landscape, we will identify recent changes in the world order, particularly in response to globalisation, technological advancement, and shifting political alliances. These factors are reshaping market conditions, creating both challenges and opportunities for investors.

We will look at the effects a diverging world has on asset classes like fixed income and equities, highlighting the strategies that we believe can enhance investment portfolios in this evolving environment.

By the end of the session, we hope financial advisers will gain further insights into economic cycles, current market trends, and investment strategies designed to navigate the complexities of today’s financial landscape.