Global Macro Council

The End of Privilege | Unio Global Macro Council At this month’s Unio Global Macro Council(GMC), the topic was the weaker dollar: how the Trump administration’s isolationist policies are leading to a weaker dollar, influenced by tariffs and a retreat from financial diplomacy, prompting investors to diversify away from U.S. assets. We were delighted to…

Chinese Revival With emerging market equities remaining affordable relative to those in the US, the Global Macro Council has turned its attention this month to China. The noise created by the Trump administration has overshadowed significant progress in China. The country is advancing rapidly in AI model building and fostering collaborations with entrepreneurs like Jack…