DiscoverForesight Active Advantage Podcast SeriesEpisode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.
Episode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.

Episode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.

Update: 2021-12-16
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Description

Gavyn Davies is an economist and investor. His career includes working for the UK Government, Chair of the BBC, Chief Economist at Goldman Sachs, venture capital investor and Co-Founder and Chairman of Fulcrum Asset Management. He is also a columnist for the Financial Times. 

Gavyn shares his memories of the 1970s, a period of high inflation that few modern investors and economists had the experience of working through. We discuss the parallels and lessons that investors today can draw from this period. He also offers his thoughts on what the tell-tale signs of lasting (instead of transitory) inflation might be. 

Gavyn describes his experiences working with Goldman Sachs, He describes what changed and what stayed the same after the firm converted from a partnership to a publicly listed company. 

The discussion moves onto Fulcrum, its investment philosophy and some of the tools that it uses to invest. Gavyn explains what Global Macro investing is and what it isn’t. He takes us through its evolution and gives us an insight into some of Fulcrum’s latest areas of research.

We conclude the podcast by discussing some of the biggest potential macro risks: Geopolitics, Climate and Inflation. 

Disclaimer:
This podcast is for informational purposes only. It does not constitute financial advice or take into account the particular investment objectives, financial situations or needs of individual listeners. Listeners should consider whether any opinions or recommendations in this document are suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice. 

This podcast has been prepared with care. However, Foresight Analytics and Ratings and Grioli and Company make no warrant of any kind in regard to the contents and shall not be liable for incidental or consequential damages, financial or otherwise, arising out of the use of this document.

This podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. 

The price and value of investments referred to in this podcast and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur. 

The contents of this podcast are subject to the provisions of the Copyright Act, 1968, and any unauthorized reproduction of it is subject to prosecution under the provisions of the Act.

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Episode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.

Episode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.