“Optimism isn’t a belief that things will automatically get better; it’s a conviction that we can make things better.”
– Melinda Gates
The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars; sticky inflation; geopolitical policy pivots; shifting economic outcomes; disruptive technological breakthroughs; and asset market volatility. Lost in the chaos, however, is the fact that much is actually going well, creating a constructive foundation for investors with a long-term focus.
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