It’s tempting to think the global economy is always in a fantastic, growing stage. However, the current global macroeconomic scene indicates we are in a slowing or declining cycle.

Key takeaways from the analysis:

* This slowing cycle has not changed since the pandemic and is unlikely to change for the next five or more years globally.

* Most developed economies are in this declining stage.

* While some pockets of growth exist (which growth-oriented investors can look for) , the major trend is slowing.

* A divergent policy channel is at play, with the US diverging from other major central banks, triggering both policy-related and risk-related money flows.

What are your thoughts on this slowing cycle, and where do you see the most significant pockets of growth emerging?

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