Virginia Martin Heriz, portfolio manager at J.P. Morgan Asset Management, once spent time developing algorithms to study lasers. But the former telecommunications engineer has spent the better part of the last decade analysing the equally complex system of finance and investing.

Asked how investors can better navigate the markets ahead, she brings our attention to the big picture. In this issue, she explains the macro trends that matter the most and why. From her outlook on climate change to cloud-based infrastructure and the Indian banking sector, Martin Heriz believes there are major investment themes that will rise above global uncertainties.

Find out more in the article.