Making money in troubled times

Global macro is about more than just numbers, so we asked David Murrin from Emergent Asset Management to talk us through the other variables

Since the attacks of September 11, 2001 we, at Emergent, have been developing a complex geopolitical model for the way the world is functioning. The model has been accurate and far-sighted and is based on seven key variables to monitor the state of global affairs and the rise and fall of empires.

i) The evolution of a multi-polar world

The evolution of the multi-polar world follows cycles of world empires. History is replete with examples of established empires being challenged by up-and-coming

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