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Multimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.
By Newton Investment ManagementMultimedia editor Matt Goodburn talks to deputy CIO of multi-asset Paul Brain and global thematic strategist Richard Bullock about ‘big government’ and ‘great power competition’ – two key macro themes that are helping us to navigate and interpret the dramatically changed macroeconomic and geopolitical backdrop.