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YouTubeEP 54 May 2026

Strand Global Macro Talks EP 5 | Is US Economic Dominance Fading?

In this episode, Jonathan Cunliffe, Head of Investment Office at JM Finn, joins Hugo Raffard and Murathan Berk to explore the complexities of multi-asset investing. They delve into the importance of understanding economic cycles, the impact of geopolitical tensions, and the strategies needed to navigate volatile markets while maintaining a focus on long-term value.