"Five global forces impacting investment decisions"
https://www.nzherald.co.nz/business/...y+14+June+2024
Themes
Megatrends,the big get bigger,avoid predicting the future,infrastucture returns,unhedged,currency exposure, build a concentrated portfolio selecting a handful of stocks and hope it works; or take a passive approach,compounding,
Undecided (Liquidity & volatility risks?)
Private equity and venture capital,cryptocurrency.