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Summary: Global Macro Round Table

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Stockholm (HedgeNordic) – In this short paper, we summarized some of the highlights from HedgeNordics virtual round table on global macro strategies.

Joining the discussion were Anoosh Lachin, Portfolio Manager at Aspect Capital, Talib Sheikh, Head of Strategy, Multi-Asset at Jupiter Asset Management, Otto van Hemert, Head of Macro Research at Man AHL, and Linsay McPhater, Senior Portfolio Manager at Nordea Wealth Management in Copenhagen.

We were able to cover a wide variety of topics, including the investor view on macro, the pros and cons of systematic versus discretionary management, how managers handled the volatility and partial liquidity squeeze during the Covid-crisis, how “work from home” affects managers and investors and much, much more.

You can access and download the paper here: Global Macro 2020

Should you prefer to watch the recording of the virtual session, you can view it here:

 

Title Pic: (c) By Billion-Photos—shutterstock.com

 

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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