Very excited to share this recent Real Vision interview clip examining how the Tri Polar World (TPW) thesis can be used throughout the global investment process from asset allocation to regional weightings, country selection, sector determination and stock level opportunity. Further thoughts on how low volatility begets low volatility & how the best global synchronized econ recovery in decades provides the space for CBs to begin normalization.
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The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets