#21 The Economist
Behind the Balance Sheet
The Role of Equity People in Macroeconomic Analysis
I just wondered if you get, if your macroeconomic analysis benefited from the association with all these company companies. I mean, when we are making just pure macro decisions with our macro funds, we always try to take account of more anecdotal evidence that we're getting from the equity people in fulcrum. Sure. But absolutely, we do not ignore what our equity people are hearing from companies. It's a key part of our process.
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