Macro insights

Macro events can shape the future. Getting the direction of travel correct is a key driver of long-term investment performance, and that’s why assessing the implications of major events is crucial.

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This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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