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The 30,000-Foot View
In this business, we are often inundated by countless news headlines telling us all about what’s happening…now. It’s a never-ending process that invites market participants to spend time and energy dissecting how new information affects the investment landscape. For a macro investor though, every now and then taking a step back is crucial: with a 30,000-foot view, the macro big picture becomes increasingly clear. Hence, in this article we will: Assess the structural trends underpinning our economic and monetary system, and how the 2020-2021 tectonic shifts interplayed with them; Present our conclusions and ... (full story)