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macro

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jul 13, 2020 by Adam Fisher · across every show →

Everything said about macro, oldest first

Jul 13, 2020 neutral
Opinion
Fisher: Macro funds cannot achieve a 1.0 Sharpe ratio
“So that sort of coquates to like a .75 sharp, which is probably as good as one can hope and macro. I mean, everyone wants to do a one, but nobody will get there.”
Adam Fisher Jul 13, 2020 ▶ 39:48 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Oct 2, 2023 bullish
Disclosure
BAM increased its allocation to macro strategies from 15% to 25%
“So we might take macro, for example, from 15% to 25% if we feel like the macro opportunity set just got a lot better, which we did the last couple of years.”
Dmitry Balyasny Oct 2, 2023 ▶ 46:52 Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
Oct 23, 2023 bullish
Disclosure
Mercer: Credit and macro are the most exciting hedge fund areas moving forward
“I think credit and macro are the two areas that we are most excited about moving forward.”
John Jackson Oct 23, 2023 ▶ 32:26 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
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