2023 primer: macro recap, recession risk and current investment opportunities
In this episode, Ian Barnard and Robert Sears discuss:
Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
Investment opportunities: what opportunities are you actively monitoring at the moment and why?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.