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What to Buy for a Macro Portfolio in 2025

A deep look at tariffs and the most attractive macro asset classes to kickstart 2025. What if tariffs end up being non-inflationary and negative for growth? And what if Trump focuses on short-term painful policies first in H1, to then…

Top 10 Charts from 2024

Happy New Year to all our regular readers!We’re kicking off 2025 with a countdown of what we think were the 10 most interesting charts from our blogs in 2024.As you’ll see, we covered a lot of different topics – from…