We live in an uncertain world that is rapidly changing. The winners of yesterday will not be winners of tomorrow.Mega themes like de-dollarization, deglobalization, climate change, and reshoring/friendshoring are shaping the world differently from what we have seen over the last few decades.Excessive money supply with falling interest rates reaching zero in 2020 boosted asset prices worldwide, leading to a widening gap between haves and have-nots. This dissonance has been one of the catalysts driving major fundamental…