Macro presentation: Investment returns over the next 30 years
Head of Macro Analysis
Summary: It is always a tricky task to imagine what the future will be like...
In attached, you will find my latest presentation for the 5th International Funds Summit taking place in Cyprus. My presentation is freely inspired by our CIO’s previous work.
Apologies for not covering all the issues…I was asked to deliver a very short presentation before discussing it with the following distinguished speakers:
- Omeros Nishiotis MSTA, Chief Executive Director and Chief Investment Officer, Fortified Capital
- David Allen, MRICS, IRRV, Managing Partner, Chayton Capital, UK
- Paul Carr, CEO, East Capital Asset Management, Luxembourg
My key takeways:
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