Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The author believes that investing should be accessible, inspiring, and empowering, aiming to help others build confidence in long-term investing [1]. - The analysis and opinions shared are intended for informational purposes and should not be considered financial advice, encouraging readers to conduct their own research before making investment decisions [1].