A new era: drivers and opportunities
With a new era of geopolitics, global liquidity, higher cost of capital, and evolving growth and inflation trends upon us, our dedicated Chief Investment Officer George Toubia shares some valuable insights in this video. This includes how the investment and market landscape will become more fundamentally focused on these trends and the implications for countries, industries, and companies.
Key to George’s thinking is the durable drivers of change with good fundamental reasoning, thereby creating investment outcomes in a risk responsible way. These opportunities exist within our Global Investment Services investment themes.
Things you should know
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