Episode Synopsis "02_Focus_The_price_of_globalization"

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More episodes of the podcast CIO View Quarterly, April 2017

• 0_Introduction
• 01_Letters_to_Investors_How_much_of_a_Trump_effect_is_in_the_markets
• 02_Focus_The_price_of_globalization
• 03_Macro_Back_on_track_for_growth
• 04_Fixed_Income_The_environmentaIs_becoming_more_confusing_for_bond_investors
• 05_Currencies_Politics_Trump_macro_consensus_on_currency_markets
• 06_Equities_There_is_a_good_reason_why_markets_are_expensive
• 07_Alternatives_Finding_the_right_niches
• 08_Multi_Asset_Getting_a_tad_cloudier
• 09_Our_forecasts
• 10_Disclaimer_emea_americas_and_apac