'We are now living in a totally new era' Henry Kissinger visionary statesman, 2022.
All secular transitions in the history of mankind are remembered by major political, financial and economic crises and changes that occured at that time and their dramatic effect on the lives of many.
It looks now increasinly likely that in the aftermath of Covid , Wars, throughout a protracted period of Secular Transition, major financial, economic and political crises (polycrisis) with deep roots in an explosive mix of various asset bubbles will trigger major changes.
High level of public and private debt, high levels of inequality, conflict between and within countries are expected to lead to loss of asset values, loss of wealth, loss of jobs, new opportunities.
Expect major political, economic, financial shifts from global to regional, as well as wider realignment of industry and capital from west and north towards east and south.
These will eventually lead to a new period period of balanceed stability and prosperty, with major rebuild initiatives in selected Emerging Markets of EMEA and Global South presenting a once in a lifetime opportunity for those companies and capital that have used the time given to prepare and position for this.