Macro Dilettante

Macro Hive Author

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SPECIALITY: Asset Allocation, Economics, Investing, Developed Markets,

The Macro Dilettante spent 6 years as a Physicist. He has worked in financial markets since 1988. His experience incorporates  fixed income and foreign exchange in Global Markets. His roles have included Head of Global Foreign Exchange at an asset manager , Head of Euro Liquidity at a UK bank, Portfolio Manager for several Alternative Asset managers. Most recently as Head of Market’s & Investment Director responsible for Fixed Income at a UK Pension Fund.

MY ARTICLES


  • Fed Autopilot

    In: Hive Exclusives | Monetary Policy & Inflation US

    Is The Ship Of Fools On Autopilot?

    October 02, 2020

    At the Jackson Hole Economic Symposium in 2018 the chairman of the Federal Reserve, Jerome Powell, used ‘navigating by the stars’ as…

  • In: Hive Exclusives | COVID-19

    Lady Sings The Market Blues?

    August 03, 2020

    Trawling Netflix for interesting viewing, as you do these days to relieve ennui, I came across the 2018 docufilm on Eric Clapton,…

  • In: Hive Exclusives | Economics Investment Strategy Sustainability & Social Issues

    “This Is My Truth, Tell Me Yours”

    March 19, 2020

    Thinking back through other crises that have occurred since I started my career in 1988, I realised my favourite was my first: 1997/98. It was a world…

  • New York Stock Exchange

    In: Hive Exclusives | Business & Technology Data, Models & Market Infrastructure

    2020 Grey Swan: Markets Are Shut

    December 09, 2019

    Following a possible US stock market closure, we’ve resurfaced one of our 2020 Grey Swans given we considered such a scenario last year…

  • In: Hive Exclusives | Economics Equities Geopolitics Growth & Labour Market Investment Strategy US

    The Global Bear Market Nobody Talks About

    September 12, 2019

    Everywhere you look – and even if you aren’t looking at all – you will have noticed the collapse of something in recent years. It’s global. It spans politics, society, governments, countries, markets, employers, and employees…

  • In: Hive Exclusives | Geopolitics UK

    Brexit: The Illogical Comedy Version

    September 03, 2019

    The Brexit endgame is upon us and it’s still anyone’s guess as to where we’ll end up on the outcome continuum. I anticipate two probable scenarios…

  • Climate Change

    In: Hive Exclusives | Geopolitics Investment Strategy

    The Climate Change Challenge: A Capitalist Solution

    August 15, 2019

    This is a mea culpa. It’s my fault – I’ve only just got the joke on climate change. And not, I might add, because this summer the UK suffered…

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