A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.
The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
Having featured Vanilla Ice last week, it was hard to resist continuing the rap theme. You might think we would be bored of government shutdowns,
In a world of structurally higher bond yields, we obviously aren’t the only ones who are a little suspicious of private equity firms’ drive to “democratise” employee-sponsored retirement funds or 401K access to their offerings.