Creating Actionable Strategies For The Future
Global macro managers have to navigate a complex web of interconnected risks: market, credit, liquidity, financing, counterparty and operational, to name but a few...
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The decline of American power (2003) over the next decades.
The rise of Chinese power (2003) and it's an economic/military expansion to challenge America.
The acceleration of irreversible climate change (2005) and its huge global economic impact.
Brexit – Predicted the referendum result to leave the EU, with the key social drivers correctly identified (2015) and the course of Brexit with Boris becoming PM.
The rise of Trump to become the next US president (2015) numerous blogs on my site.
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This service is designed to provide long term and medium term investment outlooks in a range of markets from Equity indices, Bonds, Fx, Emerging Markets and Commodities. Be the first to gain David's up-to-date market news, views and analysis.
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