The Complexity of the Macro Economy

The good news is there are some markets that are clearly going to benefit from this. We're very optimistic about North America, reshoring supply chains, infrastructure,. India, is always tantalizing, but still hard to not be optimistic. None of these are easy. If it were easy, there wouldn't be returns since the navigation of that doesn't mean that there aren't returns to be had in places like Brazil and India.