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Macro and market Economic cycle Active management Fixed income Multi-asset Macro Video

How to reposition for a new economic era?

John Butler, Macro Strategist
4 min view
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional or accredited investors only. This material is provided for informational purposes only, should not be viewed as a current or past recommendation and is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Past results are not a reliable indicator of future results. Forward-looking statements should not be considered as guarantees or predictions of future events.

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Macro Strategist John Butler explores why the old economic model no longer works and shares his thoughts on how investors can actively take advantage of today’s more complex macro environment.

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Expert

THE OLD MODEL IS BROKEN.
WELCOME TO A NEW ECONOMIC ERA.

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Macro and market Portfolio strategy Fixed income Macro Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Back to the future: a new economic era

Macro Strategist John Butler explores why he believes the old macroeconomic model is broken and how best to navigate a new era of investing.

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Growth Fixed income High yield Equity Macro Strategic allocation Value vs growth Bank liquidity Volatility Inflation Tactical allocation iStrat program Article
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