Fixed Income Special Interest Group

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  • 1.  Accessible fixed income / macro commentary

    Posted 19-01-2022 16:58
    Hi everyone, hope 2022 is off to a great start for all of you. 

    My co-leads and I are making plans for the year and looking forward to getting us all together for our next event soon, but in the meantime I wanted to share this with you: 

    The Macro Compass
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    The Macro Compass
    Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso Peccatiello (Alf), a Substack publication with tens of thousands of readers.
    View this on Substack >

    As the blurb says, it's a macro newsletter you can subscribe to free of charge. I'd recommend it if any of you are looking for an accessible, topical, relatively compact read once or twice a week. There are sometimes links to other content too -- e.g. a rather off-consensus interview on inflation with David Rosenberg (of Rosenberg Research & Associates) last week. 

    Speak soon!

    Nona Alexander

  • 2.  RE: Accessible fixed income / macro commentary

    Posted 21-02-2022 10:56
    Hi Nona,
    Thank you for sharing.

    I also would like to share an event which may be of interest to this community: 

    2022 Chief Investment Officer Credit Outlook,

    Global perspectives from the top, Tuesday, 22 February 2022 | 9:00 EST | 14:00 GMT

    It takes place tomorrow and is open to all interested people. 
    Please let me know if you are interested and I am happy to share further opportunities. 


    Annalisa Caresana

  • 3.  RE: Accessible fixed income / macro commentary

    Posted 25-02-2022 15:22
    Thank you for sharing Annalisa!

    Sincerely yours,
    Andrey Kuznetsov