Visibility Should Mean "Risk On"
Jan van Eck | Chief Executive Officer VanEck’s Macro Investing Philosophy Access • Government Spending (Fiscal) Opportunities • Monetary Policy – Affects Inflation and Interest Rates • What’s Different From Other Macro Approaches? − Historical perspective: Change can be rapid and dramatic, broad range of outcome scenarios − Longer-term – Focus on big trends, higher conviction if multi-decade extremes − Global context – not U.S.
