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2min chapter
16 themes driving markets and economies
Podzept from Deutsche Bank Research
Is Everything Affecting Everything?
Many investors struggle to take into account the issues that overlap between themes is the takeaway. By keeping our themes discrete, it better allows us to assess the comparisons between them and see where they bump up against each other. And if we do that in a structured way, that just makes us better investors. It's interesting you talk about a structure way. What was it that then brought you towards this kind of structure and thinking about themes in this way? Sure. I'll let I can explain why in a second.
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