Macquarie’s Viktor Shvets nailed 2024. Here’s what he thinks will come next
No economic cycles? No mean reversion? Macquarie’s top global strategist’s radical view of markets challenges investors to consider how the world has changed.
It’s the question investors don’t ask Viktor Shvets that interests him the most.
When Chanticleer catches up with Macquarie’s top global strategist, he’s in Dubai, after a swing through Asia to discuss his 2025 outlook with clients. Shvets says he has been peppered with questions about politics – no surprise after a year of global elections that cost most incumbents their jobs.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
