Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 26 August 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Economist Neil Shearing ponders shifting global trade patterns, inflation, the dollar, and more.

Transcript

Click on a timestamp to play from that location

0:00.0	In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.
0:15.2	Investments in HCM funds involve risk, including possible loss of principle. There is no assurance that the funds will achieve their investment objectives. Investors should carefully consider the investment objectives,
0:24.0	risks, charges, and expenses of the HCM funds. This and other important information about the funds
0:28.4	are contained in the prospectus, which can be obtained at www.howardcmfunds.com or by calling
0:33.5	77062-4-969-8464.
0:39.3	The prospectus should be read carefully before investing.
0:41.7	HCM funds are distributed by Northern Lights Distributors, LLC.
0:44.8	Member Finra, SIPC.
0:46.6	Northern Lights Distributors, LLC, and Howard Capital Management, Inc. are not affiliated.
0:50.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:56.6	Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist for Morning Start Indexes.
1:01.6	Our guest this week is Neil Shearing. Neil is group chief economist at Capital Economics
1:06.0	and the author of a new book, The Fractured Age, How the Return of Geopolitics will splinter
1:11.2	the global economy. In addition to managing a team of economists and serving as a voice in the
1:15.9	investment community, Neil is an associate fellow at Chatham House, an international affairs
1:20.5	think tank. He joined Capital Economics in 2006 from the United Kingdom's Treasury Ministry.
1:26.4	He holds economics degrees from the University of London and the University of York.
1:30.6	Neil, welcome back to the Longview.
1:33.0	Thanks for having me back.
1:34.1	Great to be back.
1:35.1	Yeah, it's great to have you.
1:36.5	So I thought we could start by asking you about the genesis of the book and how it sort of came out of your day-to-day work at capital economics.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.