{"id":20329,"date":"2025-07-24T13:07:09","date_gmt":"2025-07-24T13:07:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/20329\/"},"modified":"2025-07-24T13:07:09","modified_gmt":"2025-07-24T13:07:09","slug":"bernsteins-inigo-fraser-jenkins-on-a-post-dollar-world","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/20329\/","title":{"rendered":"Bernstein’s Inigo Fraser Jenkins on a Post-Dollar World"},"content":{"rendered":"

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People talk all the time about the potential for huge turning points in history. And they\u2019ve been talking about the possibility of the US losing its dominant position in the international financial order for some time. So far it hasn\u2019t really happened, but there are plenty of people who think that the Trump\u2019s focus on tariffs and higher deficits could mark a sea change in the appetite for dollar assets. In this episode we speak with Inigo Fraser Jenkins, strategist at Alliance Bernstein, about some of the big changes that are altering the investment landscape including: higher debt loads across the world, the rise of AI, de-globalization, demographics, and more. As he points out, the difference right now is that we\u2019re not just talking about one possible regime change for investors, but a long list of them. Inigo talks about how these shifts might play out and what investors can do to prepare for them.<\/p>\n

Read \u201cThe End of US Exceptionalism?<\/a>\u201d by Inigo Fraser Jenkins<\/p>\n","protected":false},"excerpt":{"rendered":"Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletter People talk all…\n","protected":false},"author":2,"featured_media":20330,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[4144,733,456,84,4625,460,4229,1294,4176,13170,80,467,13171,56,54,55,13169],"class_list":{"0":"post-20329","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-apple-inc","9":"tag-artificial-intelligence","10":"tag-bonds","11":"tag-business","12":"tag-currency","13":"tag-debt","14":"tag-economics","15":"tag-economy","16":"tag-finance","17":"tag-fixed-income","18":"tag-government","19":"tag-markets","20":"tag-odd-lots","21":"tag-uk","22":"tag-united-kingdom","23":"tag-unitedkingdom","24":"tag-us-dollar-spot"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/20329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=20329"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/20329\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/20330"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=20329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=20329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=20329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}