Ideas & InsightsWeekly Macro Themes - 27 January 2023This week a focus on global equities, including a look at the upside case, global vs US, value vs growth, and small vs large...Callum ThomasJan 27, 2023∙ Paid2ShareContinue reading this post for free, courtesy of Callum Thomas.Claim my free postOr purchase a paid subscription.