When Markets Collide is about dynamics that are changing the global economy. Understanding these forces is consequential for investors, yet they appear to be difficult to fully identify and comprehend. They involve changes in both mature and emerging financial markets that will feature fresh opportunities wrapped in a complex and different configuration of risks.

I hope to share with you analysis and insights on what I refer to as a “new destination” for the global economy. In the process, I’ll also talk about bumps along the journey, misleading diversions, and wild ups and downs as economies transform themselves and the world emerges from a period of disruption and confusion.