The best places to allocate your capital nobody is talking about.
Don’t count on the same people that got you into trouble to get you out.
Our view through the macro lens.
Peace of mind, less risk and steady outperformance.
The Power of Macro Strikes Again
How To Navige The Most Defensive Macro Regime
Big changes in the portfolio
Important Inflation Update!
Inflation and Performance
Key Macro Themes
Key adjustments in the portfolio
