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The Fracturing of the Global Economy

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The global economy is fracturing into China- and US-aligned blocs, reshaping interactions between and within economies and markets as geopolitics holds greater sway over policy than it has in a generation. Our Spotlight 2022 work shows what fracturing could mean for your strategy as it presents a striking new picture of what the global economy will look like by mid-century. 


China stands to lose more than the West in a fragmenting world

Commentary by Group Chief Economist Neil Shearing in The Times 

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Related Coverage

As fracturing continues to shape economies and markets, we'll be updating this section with research related to our coverage.