![]() ![]() It was put further on the map after George Soros successfully positioned against the British Pound in 1992.Īlthough macroeconomics is at the forefront of most investment discussions, there is a large diversity in the translation into investment decisions. The strategy dates back to the seventies. While there is no universally accepted definition for Global Macro investing, the approach has always centered on top-down macroeconomic developments, global imbalances and changing growth opportunities. This is exactly what a Global Macro investor is doing all the time. ![]() ![]() On top of that, tensions from terrorism, changing demographics and falling oil prices provide enough reason to think about the unthinkable. Also, international trade relationships and the potential impact on economic growth are being discussed after the recent election outcomes in the US and Europe and with the United Kingdom leaving the European Union. The question is how unconventional monetary policy of the major central banks around the world unfolds and how financial market dynamics evolve from here, especially when interest rates rise. A changing geo-political landscape, low interest rates, and changing pension deals challenge investors in navigating their asset base through uncertain financial markets. ![]()
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