Global Macro Economics
Delivering rigorous macroeconomic research at all stages of the investment process
Alessia BERARDI
The team is integrated within the global research framework and covers all main economies, as well as aspects of macroeconomic forecasting over the short, medium, and long-term. We deliver rigorous, model-driven and scenario-based macroeconomic research, integrating macro-financial inputs across different time horizons, supplemented with qualitative layers.
We foster a disciplined framework to assess economic and financial outlooks, and to address market opportunities, engaging with portfolio managers throughout all stages of the investment process. Finally, we advise strategic partners and clients by providing ad-hoc tools and analysis to explain rationale and drive conclusions.