Global macro workshop Gearing up for global uncertainty
Mon Nov 5, 2012
Macro: asset protector and alpha driver
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For global macro it is perhaps more important than any other
strategy to really understand what exactly one is buying into
because of the diversity of assets that global macro managers
work with. In this workshop, Timothy Ng, managing director and
head of research at Clearbook in the US, asked the panellists
how important is it to know what global macro is going to be
used for and how to pick the appropriate managers in such a
broad field? "What my clients [in Italy] are seeking is
protection. Fear is a key driver, and protection rather
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