SSLY - How Mega-Forces Will Reshape The Macro Regime And Investing
2024-04-05 09:05:00 ET
Summary
- Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.
- Each of these far-reaching forces - climate change, demographics and deglobalization - is significant in its own right.
- Generally speaking, we think that one key implication of these mega-forces is a lower baseline level of economic growth.
By Inigo Fraser Jenkins & Alla Harmsworth
Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design....
How Mega-Forces Will Reshape The Macro Regime And Investing