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

Cross Asset Strategy

<ul><li>Our economic system is ultra-financialized and dependent on leverage.</li><li>That’s why understanding the incentive scheme for both investors and borrowers is an important step to piece the global macro puzzle together.</li><li>Real yields play a crucial role in that puzzle.</li></ul>

Our economic system is ultra-financialized and dependent on leverage.That’s why understanding the incentive scheme for both investors and borrowers is an important step to piece the global macro puzzle together.Real yields play a crucial role in that puzzle.

The Real Deal