With rising global anxiety and shifting geopolitical, economic, environmental, and social bedrocks, portfolio construction requires precarious navigation in an ever-changing world. When doing nothing is not an option, how do you avoid curveballs coming at you from all directions? Without a straight path ahead, every investment or allocation needs to be viewed from the bottom up to understand its trendline and the wider dynamics. Only when we adapt our skillsets and reframe our perspectives can we understand why things are happening and cap...