Global Macro Trends - Economic Analysis
“2018 has brought us a new more dynamic and multifaceted economic arena, now is the time for regional convictions and an active approach to long and short alpha across global markets.” Sharpe’s Market Analyst, Max Thornton, has published an incredibly interesting Global Macro Trends report which discusses countries long and short opportunities based on debt, unemployment rate and investment. This economic analysis document is accompanied by a colour coded map, the map aims to illustrate which countries, in terms of investment, are a ‘no go’, should be looked at with ‘caution’, ‘proceed’ and those that are a ‘standout’.
You can view the in-depth document and map here:
https://bit.ly/2rNK0pm