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June 4, 2025 • 16 mins

Is the global economy at an inflection point?

Hosted by Michelle Martin, this episode dives into the implications of rising tariffs, shifting inflation patterns, and structural changes in China and Japan with Cameron Systermans, Head of Multi Asset Asia at Mercer.

Could protectionism be a blind spot for markets?

How might Japan's re-emergence from deflation shape asset strategy?

We unpack the risks of a U.S. recession, the strategic implications for Asia, and the outlook for the U.S. dollar.

Discover the top investment considerations for navigating Asia’s evolving macro environment.

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