Macro Matters: Using macro themes to help interpret the new market regime

24/10/2023 28 min Temporada 1 Episodio 26
Macro Matters: Using macro themes to help interpret the new market regime

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Episode Synopsis

Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.