Center For Investment Excellence cover image

2025 LTCMAs: Higher starting points but healthier foundations

Center For Investment Excellence

00:00

Global Economic Trends and Forecasts

This chapter analyzes macroeconomic trends, focusing on growth estimates in developed and emerging markets, with particular attention to AI adoption and capital investment's role in improvements. It also discusses inflation dynamics, central banks' credibility, and the implications for fixed income returns and forex outlook amid shifting interest rates.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner