Global Macro
I'm currently on the sell-side covering tech. Virtually all the recruitment offers that I receive are for a traditional L/S sector coverage in TMT. I would enjoy those types of roles but my real passion is for a global macro investing style. To me it seems as if breaking into the industry that I really enjoy is a lot more difficult than getting into a fund for sector coverage.
I basically have two questions:
1) What are the best macro funds, should I be looking at SMs or teams within MLP/BAM/P72?
2) Where do global macro teams pick talent from? Is ER with a specific coverage still the best place to be to break in, or would they want someone researching specifically economics already?
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Do they recruit from region-specific sell-side economists or commodities researchers?
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I assume those type of funds look at fx products more than individual stocks.
This might be a very basic question but are there any funds that look at macro shifts, then figure out which industries stand to benefit, and then pick stocks from within these? Would that simply be generalist teams, or would that also fall under global macro?
This is thematic investing.
Hey there, do macro funds also tend to recruit from AM, specifically fixed income, multi-asset, or even global macro-focused AM funds?
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