This is the final video in a four-part series that addresses some of the major themes we expect to shape the investment landscape for years to come. Click here for parts one, two and three.

ERIC WINOGRAD

I think that so much of the discussion about the trade war between the US and China misses the point altogether. Markets seem to think that, okay, well, if we reach a trade agreement, everything will be great again. I don’t think that’s the case.

DOUG PEEBLES

I can’t think of another country that has ever become this important this rapidly in the global economy and, importantly, in financial markets.

ERIC WINOGRAD

I strongly agree with that. If you think back to the beginning of my career or the beginning of yours, China wasn’t something that was even a consideration.

DOUG PEEBLES

That’s right.