The Case for Macro

Friday, June 2, 2017

Macro investing strategies subscribe to a top-down view of the world, allocating risk capital across a broad universe of geographies and asset classes, including equities, fixed income, currencies, and commodities.

True macro strategies do not invest with a bottom-up lens, but instead analyze broad macroeconomic trends and themes in an effort to construct a well-diversified, global investment strategy.

In doing so, macro strategies can obtain a form of diversification that traditional strategies often struggle to provide. The goal is a liquid strategy that aims to deliver strong risk-adjusted returns without necessary relying on rising equity or bond markets.

In this paper, our Dynamic Allocation Strategies team discusses the potential benefits of such a strategy and explains our approach.

Read our paper

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