In the Spotlight
In the Spotlight
In 2022, we expect a year not of empty shelves, but of wholesale change to the composition of the macroeconomic and market drivers. In other words, the supply of key components such as monetary policy, inflation, returns, and alpha is set to transition in the new cycle.
In The Spotlight
Stay on top of the latest market developments, key themes, and investment ideas affecting your portfolio and practices.
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