New to WSO - looking for fellow discretionary global macro monkeys
Hello WSO,
I joined this platform a while ago, but I wasn't really active since. However, I managed to land the kind of job I always wanted since. That's why I am writing this post. I am interested in getting in touch with guys workin in global macro and talking about their investment style, since I got the impression that the company I am working for is so different in its approach that I would like to get a glimpse of the "standard" approach that global macro HFs apply.
Topics that I am interested in:
- currency valuation
- FDI & portfolio flow modelling
- political risk evaluation
- exposure management
- your top down approach and the corresponding asset allocation
Cheers,
knork