Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Global Macro Investing
This chapter delves into the complexities of global macro investing, advocating for a fresh perspective on investment choices. It highlights the challenges faced by macro managers in a shifting market and underscores the importance of engaging with insightful macro perspectives for effective capital allocation. Additionally, the chapter emphasizes the significance of understanding geopolitical factors, particularly regarding China, in informing investment strategies.
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