One of the biggest surprises of the year in the world of ETFs came not from the tech or AI world, but from military defense. Perhaps a year ago, or a little more, no one would have expected it. AndPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on e ...