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>What’s the Macro End Game? In short, another great reset of our monetary system . We often talk about what markets are going to do next month, or this year.</li><li>We like the feeling of being in control of asset class performances: after all, achieving consistent alpha year after year is has remained an elusive task for many.</li><li>This obsession about short-term market performance puts investors at great risk of <strong>missing the forest for the trees</strong></li></ul>

What’s the Macro End Game? In short, another great reset of our monetary system . We often talk about what markets are going to do next month, or this year.We like the feeling of being in control of asset class performances: after all, achieving consistent alpha year after year is has remained an elusive task for many.This obsession about short-term market performance puts investors at great risk of missing the forest for the trees

The Macro End Game