
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
Capital Allocators – Inside the Institutional Investment Industry
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Intro
This chapter explores macroeconomic trends and their impact on capital allocation, discussing key issues like ESG movements, Brexit, and China's economic changes. It also assesses vulnerabilities in the U.S. financial system to offer insights for institutional investors.
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Transcript


