Making Sense Of Macro In Multi-Asset Investing

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

 

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