Global Investment Strategy Internationally recognised independent global macroeconomic research and consultancy
Macro Thoughts is independently and impartially researched, drawing on considerable experience in Fixed Income, Forex, Equity, ETF, Commodity and Volatility markets and a strong global macro investment, trading and strategy background.
Based on the belief that economics should not be viewed simply as a set of numbers or statistics on a spreadsheet, but as a social study of accumulative trends within a society, reflecting its well-being, and taking into account production, employment, consumption, growth and inflation, etc., not as separate considerations, but as interdependent. By considering the past, analysing the present and assessing the future, Macro Thoughts takes an holistic view and Keith’s particular aptitude for anticipating global economic events ahead of the majority of commentators is now recognised globally.
Since 2012, Macro Thoughts has been received by a select number of senior Fund Managers and been featured on websites such as Nutmeg.co.uk and the Society of Technical Analysts. Macro Thoughts has also been asked to contribute market commentary to Hedgeweek and Wealth Adviser.