EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

Geo-Economics: A Historic Convergence of Themes Affecting US-China Relations and Macro Markets

Syzygy Investment Advisory

Thu 27 Jul 2023 - 15:00

Topics

De-risking vs. Decoupling

Self-Reliance and Strategic Determination

Inherent contradictions in the current Chinese policy framework

Economic and Natural Resource security

Implications of a “balance sheet” recession