Citrini
@citrini
Thematic, Cross-Asset Investment Research
参加 February 2021
2.4K フォロー中 303.8K ファン
The regime shift means it’s going to be very easy for investors to get burnt applying frameworks that worked for the first part of the cycle to the next.
Our 10th State of the Themes is about how we intend to avoid that.
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