Robin Griffiths' gives his views on the macro picture, during yesterday's piworld webinar. Robin outlines a very bleak economic period until the end of 2023, drawing comparisons to 1929, suggesting the recent market euphoria is just a bear market bounce, the bottom is yet to be reached. A new growth cycle begins from the end 2023, led by China then India. Robin give his view of asset classes and geographies, for investors over the period.

A great listen.



Topical with the current market moves. Although Robin has been saying the same thing during this recent bounce.

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