BB sell-side Macro Research: Outside perspective/perception/ranking?
Just wondering, from a buy-side perspective, what is the perception of different BB macro teams in terms of strength/exit ops ect? Any insights appreciated! Thank you!
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Do you want an honest opinion?
yes - thank you - would be very much appreciated
MY Z$2c: there's minimal value added... Lots of opinions, but minimal substance and creativity. I would find it difficult to name specific banks which still provide worthwhile macro content. Maybe JP and Deutsche, which are not too terrible.
Maybe useful for FX or the mutual fund guys who are so diversified that they need to take macro views in their portfolio or else they're simply a worse version of an ETF.
Echoing above, 0 value to a long/short equities fund.
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