Honestly, with this market, I struggle to make credible predictions a month from now, let alone a year from now. And frankly, I don't know what those who feel confident in predicting where theI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time posit ...