Simplicity, liquidity and transparency matters

Content Summary

This year kicked off with macro markets bang in the middle of a difficult transition phase and then pounded by the fall out of the banking turmoil. Consequently, we believe that 2023 and years beyond it could be challenged in terms of economic health, geopolitical stability, and monetary policy. This has left most markets on edge and the prospect for volatility high, a welcome position for macro investing.

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