Razvan Remsing, Director of Investment Solutions at Aspect Capital, speaks with Institutional Investor about the five macro themes reshaping global markets: Deglobalisation, Defence Spending, Decarbonisation, De-dollarisation, and Demographics.
“What ties these Five Ds together is the idea of fragmentation of opportunity. Geography suddenly matters again—financial assets, equity markets, bond markets, and currencies are behaving in far more distinct ways.”
Read more on how these forces are altering the shape of portfolios and what they mean for investors in 2025 and beyond using the link below:
Note: any opinions expressed should not be viewed as investment advice or recommendation.