We're at a Big Macro Turning Point
Real Vision: Finance & Investing
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The Transition to a New Regime
An investment framework is valuable to everybody from day traders through to long-term investors. We're shifting into a new regime where we can expect a higher degree of volatility both in inflation, in macro data and therefore in risk assets. The risks going forward is that we don't want to change or we don't change quickly enough from the old regime. But for those who are willing to be more active in how they look after their portfolios, actually this could be a period of opportunity for us all.
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