ABOUT THE COMPANY
Structural macro-economic analysis to uncover global trends, with an emphasis on emerging markets – in a nutshell, that’s what we do.
There is a lot that academia and Wall Street can learn from each other, but they are collectively still far too reluctant to do so. We judiciously employ structural economic theories to unravel the mysteries of the world, while keeping real world frictions in mind.
This approach has allowed us to navigate extremely tricky markets, like the ones in early 2015 when we didn’t think either a US recession or a China devaluation were likely, and therefore advocated a strong position for Emerging Markets. Or further back in 2012 when we were the first on the street to spot trouble in the Emerging Markets paradise.
ABOUT THE TEAM
Talking Heads Macro
20-22 Wenlock Road, London N1