Deputy chief investment officer of multi-asset Paul Brain talks to multimedia editor Matthew Goodburn about the striking changes taking place in the macroeconomic backdrop and how we interpret them through our macro themes. Paul discusses how themes such as financialisation and big government are playing out differently in many developed and emerging markets and where global multi-asset investors can unearth investment opportunities within diverging economies.

Recorded 11 July 2023

Presented by

Paul Brain

Paul Brain

Deputy chief investment officer of Multi-Asset

Matt Goodburn

Matt Goodburn

Multimedia editor

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