2024 Outlook | Monthly | Multi Asset
Europe's stock markets have been defying economic gravity and don't look as appealing as Japan or the US, our monthly outlook says. I assess the state of play in thematic investing in the Multi-Asset Monthly Outlook.
Markets Are Noisy - We Make Calm out of the Chaos.
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Who is this for? Hedge fund managers, asset allocators, family offices, individual investors, and those who need leading research on where the market is going. My research integrates long-term market insights with tactical trading strategies, technical and uniquely personalised delivery for investors.
This is for you if:
You don’t need hand-holding: You’re looking for actionable insights that allow you to express trades in the most appropriate form for your portfolio.
360° analysis: From semiconductor output in Taiwan to Swedish unemployment, Gryning Macro has a global perspective that connects intricate dots and shines light on pathways others aren’t thinking about.
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Click on the link above to gain valuable trading insight, including the Theme of the Month, as well as all other long form research notes.