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Joe Davis: How to Capitalize on ‘Megatrends’

The Long View

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Navigating Economic Trends and Market Dynamics

This chapter discusses current market conditions, including the impact of tariffs and inflation on the U.S. economy, while presenting cautious optimism about equity markets. It explores the significance of globalization, megatrends, and technological advancements on economic growth, challenging the focus on short-term data. Additionally, it emphasizes the need for portfolio resilience and global investment exposure in light of emerging technologies and demographic challenges.

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