This month, Julian presents his macro framework based on his virtual road trip to “visit” many of his institutional clients. A lot of the core views will be familiar to you, foremost among those being his rising. inflation theme. Interspersed within the piece are sections incorporating some of the feedback elicited by the presentation. Combined, the piece helps to guide us into 2022 with a sense of where we are and what could surprise money managers as they prepare their asset allocations for Q1 and beyond.
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