For the inaugural edition of the VFTP Strategist Series, Paul welcomed Keith Grindlay, MD at Macro Thoughts, an independent macro research firm in London.
Paul and Keith discuss what Keith thinks are the key drivers of asset markets for the years to come, China’s growing influence on the world through Belt and Road, and the increasing impact that Chinese policy has on the global economy, something which Keith thinks is still underestimated by many investors. Next, they discuss Europe at length; the structural issues, how those issues are affected the growth in populism, and how that in turn affects asset prices. They conclude with Keith’s outlook for global asset prices.
Please find Keith's presentation here.