Videos & Podcasts

Macro Matters

What is meant by “the good economy”?

As at 9 February 2024

In this video, Gavyn Davies, Executive Chairman & Co-founder and Andy Bevan, Partner and Economic Advisor discuss:

  • What constitutes the good economy
  • The economy continues to grow at a robust rate
  • What are the potential threats to the good economy?
  • What is the broad allocation implication across asset markets?
  • Views on developments in Japan and the timing of the policy change
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