Exporeal 2022: Beyond “We are on the sidelines”.
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Structural opportunities amid weaker capital markets: A look at technology-enabled health care
By Dr. Carri Duncan and Zoltan Szelyes Carri is [...]
Happy Birthday Macro Real Estate: Looking back at the first two years
Two years ago, I decided to set up Macro Real [...]
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I had the opportunity to spend a week in [...]
Remember 1974?
We see some parallels but also differences between today's [...]
Higher interest rates in Europe: What do financial markets tell us?
We deliberately have taken our time to write a [...]







