CFA Society Ireland seminar “Navigating the Macro Storm’’
Enodo Economics Chief Economist Diana Choyleva took part in the CFA Society Ireland seminar “Navigating the Macro Storm’’ on 25th of May in Dublin.
China and the US don’t share a value system, and both want a global order centred on their values. They are decoupling and working to ensure self-sufficiency within their own spheres of influence. The Great Decoupling, as we call this all-encompassing great power competition between China and the US, presents many opportunities across asset classes, for both long-only and absolute return investors.