Investment Strategy Quarterly – Sailing on Strange Seas

This latest Investment Strategy Quarterly looks at various geopolitical and macroeconomic themes, including consumer debt and employment, pension planning, and next year’s US election.

Featured in this issue:

The corset, the contraction and the financial markets

Redefining resilience: The unstoppable consumer

First look at the 2024 US election: A 2020 rematch?

Adapting to a water shortage

Pension planning

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Investment Strategy Quarterly – Sailing on Strange Seas

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Are We Living Through the “Everything Bubble”?

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