geopolitics

• Active vs passive: Portfolio construction in today’s environment - Independent Thought Roundtable

  Diversification of assets, style and strategies are essential when constructing portfolios in today’s challenging environment, explains Veronica Klaus (Lonsec).

• Geopolitics: A new global policy consensus- Independent Thought Roundtable

  To better navigate the complexities of geopolitics, investors need to anchor themselves in the big trends taking place globally. Matt Gertken (BCA Research) explains how to apply geopolitical thinking to the macro environment