Merryn Somerset Webb speaks with Ruffer fund manager Alexander Chartres about investing in a world marked by receding US dominance and a more inflation-prone, shock-driven global economy. Chartres argues Donald Trump is just an accelerant to changes that have been developing since the end of the Cold War. Traditional market assumptions like reliable hedges and stable globalization are breaking down, requiring more active, diversified investment strategies. Chartres highlights opportunities in commodities, energy, China technology and repurposed industrial capacity, while warning that political volatility and structural change will define markets for years to come.

<p>Merryn Somerset Webb speaks with Ruffer fund manager Alexander Chartres about investing in a world marked by receding US dominance and a more inflation-prone, shock-driven global economy. Chartres argues Donald Trump is just an accelerant to changes that have been developing since the end of the Cold War. Traditional market assumptions like reliable hedges and stable globalization are breaking down, requiring more active, diversified investment strategies. Chartres highlights opportunities in commodities, energy, China technology and repurposed industrial capacity, while warning that political volatility and structural change will define markets for years to come.</p>

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

<p>Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.</p>

Merryn Talks Money

How to Invest Amid an Upended Global Financial Order

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