In this video I take you through a topic from a recent Weekly Macro Themes report.
Covered in the video is a look at our CMA and the ERP, specifically:
-How we calculate the Capital Market Assumptions
--(and how to interpret them)
-The idea of a prospective/forward-looking Equity Risk Premium
--(and how the CMA have both strategic and tactical implications)
Let me know what you think in the YouTube video comments section, I'd love to hear your take and indeed your feedback on both the video, charts, and conclusions.
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