Dambisa Moyo is a global economist and author who analyzes the macroeconomy and international affairs. Her work has taken her to more than 70 countries over the last decade, during which time she has developed a unique knowledge of the inherent conflicts facing developed economies, as well as the interaction between politics, international finance, and developing markets.
We share the summary of an article by our speaker published in Portfolio Adviser:
Dambisa Moyo suggests that investments dependent on low-interest rates or heavy borrowing might suffer in the long run. She explains that the debate over the direction of interest rates could significantly impact which asset classes perform well in the future.
While certain sectors, such as those related to artificial intelligence and decarbonization efforts, may offer promising returns, others might struggle to adapt to changing economic conditions.
Additionally, she urges caution when considering investments in emerging markets due to their inherent risks and uncertainties. Ultimately, Dambisa Moyo emphasizes the importance of choosing investments with steady returns and manageable risks in an ever-evolving economic landscape.