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How can investors navigate a fracturing economic order?

We explore how globalization is evolving – not ending – and why the world economy is splitting into rival blocs. What does this mean for trade, for technology, and for investments?

Author
Paul Diggle
Chief Economist
How can investors navigate a fracturing economic order?

Duration: 32 Mins

Date: Nov 19, 2025

The world isn’t deglobalizing – however, it is fracturing.

The global economy is splitting into rival blocs along manufacturing, technological, and financial lines – with implications for trade, investment, and policy.

In this episode of Macro Bytes, Group Chief Economist at Capital Economics and author of The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy Neil Shearing joins Host Paul Diggle to discuss …

  • What the hyper-globalization consensus – the idea that economic interdependence was stabilizing – got wrong
  • How the return of superpower rivalry will force other countries to pick a side
  • The ways investors can navigate this new economic and geopolitical environment

Tune in to listen to Macro Bytes on Apple Podcasts and Spotify.

Important information

This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is provided for information purposes only and should not be considered as an offer, investment recommendation, or solicitation to deal in any of the investments or products mentioned herein and does not constitute investment research.

The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of abrdn.

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