Alfonso Peccatiello (aka Macro Alf): Liquidity and the Global Macro Landscape
#ReSolveRiffs
In this episode, the ReSolve Team is joined by Alphonso Peccatiello (aka Macro Alf), Founder and CEO of The Macro Compass and Former Head of Investments at ING in the Netherlands.
In this comprehensive discussion, MacroAlf explores the complexities of the global economy, investment strategies and portfolio management in an era of central bank influence and demographic shifts. Key themes addressed include:
• The importance of comprehensive investment strategies, portfolio construction and market analysis to hedge against potential drawdowns and capture growth opportunities
• Diversifying in a changing monetary environment, focusing on global economic growth, portfolio optimization and central bank influence
• Adapting investment strategies to embrace demographic shifts and evolving fiscal policies in 2022
• Building diverse and neutral portfolios for long-term success and navigating economic slowdowns while leveraging investment opportunities
• The role of inflation, recession and diversification in portfolio management and considering global economic trends, labor market dynamics, and private credit in macro investing
• The relevance of global liquidity, rebalancing strategies and learning from past investment patterns to construct a robust, risk-adjusted portfolio
MacroAlf offers invaluable insights for investors looking to navigate the intricacies of the global economy, adapt their investment strategies to shifting trends and build portfolios that are prepared for challenges and opportunities in the coming years.
This is “ReSolve Riffs” – live on YouTube Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.
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*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
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