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TPW Advisory Monthly: Investing Thematically in the Tri Polar World

26/03/2021
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Cripto Investimentos Estratégia Global Fintech Macro Internacional

I integrate my Tri Polar World (TPW) framework & Global Risk Nexus (GRN) process with thematic investing to answer a set of questions from a practitioner POV. For example, how can one leverage  the TPW and GRN to capture global macro’s inherent advantages in the thematic space?  Given thematics high beta how can one use sizing and positioning to stay invested during volatile market periods? Whats the best way to invest thematically in a global multi asset ETF based portfolio?

The linkages between the TPW’s original drivers: each region’s growing ability to: self finance, self produce and self consume and thematics like fintech, robotics and e-commerce are clear. The TPW framework provides a differentiated perspective on the interplay between regional deepening and investing thematically.

The GRN represents the level below the TPW framework and assesses Economics, Politics, Policy & Markets in Asia, Europe & the Americas and globally. Adding a Health component to the GRN was the best investment decision I made in 2020 as it allowed me to develop the Covid speed concept.

The Covid speed of science model : global intellectual & financial capital focused on a single global issue with unprecedented results is a game changer. I have expanded this model to other global challenges like Climate, Cyber, Genomics etc.

Global macro investing should be revitalized by thematic investing given how thematic is top down and driven by economic, political and policy actions – the basis for global macro  (and my GRN).

 

 

Jay Pelosky

Jay Pelosky
Estrategista Global - TPW Advisory
Nova York, EUA

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