The macro 'lifecycle'

Pippa Malmgren | Principalis Asset Management | PortfolioConstruction Forum Conference 2013

Conference 2013 facilitated debate on the markets, strategies and investing with particular focus on how to better construct portfolios for the whole of an investor's life, so that they are more likely to achieve their goals.

Session summary

Like people, economies and markets have lifecycles with three or four distinct phases (expansion, collapse, stagnation ...