Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Former head of a $20 bn Investment Portfolio and passionate global macro investor. I write The Macro Compass, a financial newsletter providing actionable investment ideas & unique macroeconomic insights to enhance the risk/return of your portfolio

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Macroeconomics

<ul><li>In this business, we are often inundated by countless news headlines telling us all about what’s happening…<em>now. <br></em></li><li>It’s a never-ending process that invites market participants to spend time and energy dissecting how new information affects the investment landscape.</li><li>For a macro investor though, every now and then taking a step back is crucial: with a 30,000-foot view, the macro big picture becomes increasingly clear.</li></ul>

In this business, we are often inundated by countless news headlines telling us all about what’s happening…now.  It’s a never-ending process that invites market participants to spend time and energy dissecting how new information affects the investment landscape.For a macro investor though, every now and then taking a step back is crucial: with a 30,000-foot view, the macro big picture becomes increasingly clear.

The 30,000-Foot View