Best Macro Shops/PMs
Know there are similar threads on this platform, but think this would be a nice place to get a refreshed view.
Which are the best macro shops?
- If not a SM, which of the PMs there are really exceptional?
- What makes that fund particularly strong - better infrastructure, talent, risk management etc?
- What is their main focus: Rates centric, or more cross asset? - Within each, which subcategory for e.g. if rates centric, could be swap spreads, Curve distributions, xccy basis etc
- What about their process stands out?
- Where do you see the edge in macro in the near future?
Millennium and Citadel have the strongest macro platforms
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