Given the recent outperformance of Global Macro Funds (Rokos, Citadel, Oden, AQR ...) are we seeing a resurgence in this type of strategy? With the 15-year bull run in the equity market ending thanks to COVID, are we in a new volatility regime that's finally favourable for macro HFs? What are everyone's thoughts on the equally long bull-run for private assets? Will the rate environment going forward go back to where we were pre-COVID and bring volatility back to zero?
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