Global macro workshop Gearing up for global uncertainty
November 05, 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 than...
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