Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Macro Strategist
Summary: Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
“It may well be the case that the economy will need more support form all of us…”
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Start-End with Gratitude+Integrity+Vision. Create Luck. Process > Outcome. Sizing > Idea. Repeat