Many investors claim that in 2022, stock picking would be key.
We strongly disagree for two reasons!
First, it is a feel-good excuse to give false hope that you can through a minefield unhurt.
Second, this year of 2022 is already shaping as a year of profound turns in Macro flows: inflation, rates, commodities, and global cross-border flows would be more important than in 2020-2021!

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