Summary: Global Macro Round Table
Stockholm (HedgeNordic) – In this short paper, we summarized some of the highlights from HedgeNordic’s 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