Ken Tropin on How to Run a Successful Macro Hedge Fund
Macro Hive Conversations With Bilal Hafeez
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The Future of Asset Allocation
There's been a move for asset holders to, you know, one move to passive over the years and big allocations to equities. Presumably going forward, there'll be more allocation to macro as a diversifier to the underlying portfolio. What I think is likely to happen this year is if we continue to see the opportunities set for macro to be pretty favorable, I think we're going to see clients adjust upward their allocation.
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