TPW Advisory

TPW Advisory is an independent investment advisory boutique located in NYC offering asset allocation & portfolio strategy advice, white label research and global, multi asset ETF based model portfolio delivery services.

Independent Investment Advisory Boutique

Founder, TPW Advisory

Founder

Macroeconomics

<ul><li>We have focused on speed as a concept since Covid back in Spring 2020.</li><li>Long time readers will recall Covid Speed – speed of spread, speed of policy response, speed of market reaction etc.</li><li>We followed that up with a piece on Climate Speed which led us to conclude that Climate is the single biggest global macro theme of the decade with every country in the world spending money on it between now &amp; 2030.</li></ul>

We have focused on speed as a concept since Covid back in Spring 2020.Long time readers will recall Covid Speed – speed of spread, speed of policy response, speed of market reaction etc.We followed that up with a piece on Climate Speed which led us to conclude that Climate is the single biggest global macro theme of the decade with every country in the world spending money on it between now &amp; 2030.

TPW Advisory Monthly: Narrative Speed