Institutional investors’ investment strategy should be serving the China middle class and the dislocation from within Asia, according to Stephen Kotkin,Professor of History and International Affairs at Princeton University speaking at the Fiduciary Investors Symposium at Cambridge University.
Kotkin explored what the geopolitical conflicts of the past can teach us about the future. He looked at some of the key points in history, how China, the European Union and the US have survived, and what it means for the future.
He said “we are currently experiencing a global turning point but we don’t know where it’s going because we’ve never been able to know it in real time”.
Listen to a podcast of his presentation here
For more coverage of the Fiduciary Investors Symposium at Cambridge University click here.