Backgrounder: 5 Megatrends driving portfolio construction

Portfolio Construction Forum | 13 February 2017

Portfolio Construction Forum believes investment practitioners should form a medium- to long-term view on geopolitics, economies and asset classes (collectively “the markets”) - and that achieving such an outlook requires an understanding of whether forces are cyclical, structural or secular (refer our Backgrounder: Cyclical? Structural? Secular?). Cyclical factors are short term in nature and typically influential over quarters ...