16 themes driving markets and economies
Podzept from Deutsche Bank Research
Are You an Expert in Macro Equities?
Each of these investors is an expert in their field, but it's just it's unreasonable to expect everyone to be an expert in everything. So my job on the thematic team here is not to be a super expert in one specific thing. What I'm trying to do is to analyze the key drivers of the key themes and then give each of the separate investors the ideas they need"
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