ThinkMacro Podcast - 2026: towards a multi-engine world
Автор: H2O AM
Загружено: 2025-12-19
Просмотров: 21
Between the loss of effectiveness of economic policies in the United States, European resilience, China's transition and the rise of emerging markets, our new episode of Think Macro explores the macroeconomic dynamics that are reshaping the global balance. A two-way discussion with Vincent Chailley, CIO Group, and Thomas Delabre, portfolio manager and macro specialist, on a more diverse world, where growth no longer depends on a single engine.
This podcast is distributed for informational purposes only and does not constitute advice, an offer or solicitation by or on behalf of H2O AM to buy or sell any securities, related financial instruments or other products, or to engage in any trading strategy in any jurisdiction. The analyses and opinions contained in this document represent the views of the author(s) referenced as of the date indicated and are subject to change without notice.
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