Brainwaves Episode 7: How Should Multi-Asset Investors Position for the New Market Regime?

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 financialization and big government are playing out differently in many developed and emerging markets and where global multi-asset investors can unearth investment opportunities within these diverging economies.

Recorded July 11, 2023

Presented by

Paul Brain

Deputy chief investment officer of Multi-Asset

Matt Goodburn

Multimedia editor

Topics

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