Commentary & Insights

The enduring case for global macro

This article was first published in HedgeNews Africa on 3 February 2023 here.

The year that was

Gloating is a rare luxury in the asset management industry. However, on occasion, it is rewarding to see one’s foretelling play out. In a piece for this publication – almost exactly one year ago – I presented the many obstacles facing global financial markets, especiallyequity market, going into 2022. That year, as it turned out, is one that asset managers of just about all stripes would be desperately keen to forget……

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