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Macro outlook

Bluebird takes a look at the global and domestic macro-economic outlook and the key risks to watch. Click here for the Macro outlook presentation.

This is the 2nd presentation in our Top-down series, with the previous presentation on Global Mega-trends. The next presentation will be on the market and sector outlook. Our Top-down research feeds into the Portfolio Construction phase and guides sector weights and our growth vs cyclical vs defensive positioning.