Absolute Strategy Research's Ian Harnett on the global ‘rupture’ and the rise of ‘state capitalism’
INTERVIEWSERIES
Ian Harnett, PhD, Co-Founder, Chief Investment Strategist, Absolute Strategy Research
April 2026
In this exclusive interview, Ian discusses his views on Canadian PM Mark Carney’s remarks about a global ‘rupture’, the ‘weaponisation of capital’, how investors can respond to a world of increased ‘state capitalism’ and unpacks what a world of more ‘inflation tolerance’ means for Australian institutional investors.
Watch the full interview which covers:
00:12 - Does ASR believe Canada’s Prime Minister, Mark Carney when he talks about a global ‘Rupture’?
00:49 - What do we mean by the ‘weaponisation of capital’ leading from ‘weaponised trade’?
01:52 - How can institutional investors respond to a world of increased ‘state capitalism’?
03:00 - Are we seeing a broader regime change in institutional investing styles?
03:44 - What does a world of more ‘inflation tolerance’ mean for Australian institutional investors?
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Ian Harnett, PhD, Co-Founder, Chief Investment Strategist, Absolute Strategy Research
Ian is one of the Co-Founders of ASR. He is the Chief Investment Strategist and focuses on Global Economics and Strategy.
Ian has over 25 years of experience in economics and equity strategy, having previously been Chief European Investment Strategist at UBS (where he was #1 Extel ranked for European Strategy). He also led European Strategy for NatWest Markets and was Group Chief Economist for Société Generale London.
Ian started his career as an Economist at the Bank of England and has a Doctorate in Economics from Oxford University. Ian is a regular contributor to both CNBC and Bloomberg TV as well as a regular author of “Insight” columns for the Financial Times.
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