Here's a good overview of some of the key issues on the global macroeconomic outlook and implications for multi-asset investing.

• Start with some context by explaining my research process/framework
• Talk through core views around the short vs medium term macro view
• Emerging risks and opportunities as the data could easily deceive
• Where to look for green shoots, and the status thereof
• Implications for global equities positioning
• Asset allocation views i.e. bonds vs equities, and "what you would have to believe..."

Video Length:  00:21:35