Macro

AWARDS

Hedgeweek Americas Awards: Macro managers steer through geopolitical turbulence

Hedgeweek Americas Awards: Macro managers steer through geopolitical turbulence

The fallout from the Covid-19 pandemic continues to reshape the global macroeconomic and geopolitical landscape, driving both uncertainty as well as opportunity for macro managers – and the Best Macro Hedge Fund category at this year’s Hedgeweek Americas Awards will honour those managers who have successfully steered their strategies through the assortment of rapidly-evolving macro trends.

US ELECTION

Multi-strategy hedge fund Algebris’ macro chief eyes Biden victory in US election battle

Multi-strategy hedge fund Algebris’ macro chief eyes Biden victory in US election battle

A victory for Democratic candidate Joe Biden in the approaching US presidential election would see a “limited short-term negative reaction”, and could herald more fiscal stimulus coupled with a dovish monetary policy, according to Algebris Investments’ head of macro strategies Alberto Gallo.

MANAGER INSIGHTS

“Be vigilant”: Man GLG hedge fund veteran Pierre-Henri Flamand warns investors of inflation 'storm'

“Be vigilant”: Man GLG hedge fund veteran Pierre-Henri Flamand warns investors of inflation 'storm'

Pierre-Henri Flamand, Man GLG’s CIO emeritus and hedge fund industry veteran, says the huge economic stimulus from governments to combat the coronavirus crisis is fuelling the threat of inflation, and is warning investors to “be vigilant rather than to relax”.

MARKETS

“From hope to worry”: Positive market movements still hinge on vaccine progress, says BlueBay

“From hope to worry”: Positive market movements still hinge on vaccine progress, says BlueBay

BlueBay Asset Management, the London-based fixed income and emerging markets manager, is warning the recent uptick in economic activity could give way to “a more difficult backdrop” in August, as the future direction of the global economy continues to hinge heavily on developments surrounding a potential coronavirus vaccine.