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Podcast: Excess Returns
Episode: Systematic Global Macro Investing with GMO’s Martin Emery
Description: This week we speak with Martin Emery from GMO's Systematic Global Macro team. We discuss the current macro environment and what it means for long-term investors. We cover the outlook for inflation, the future of the 60-40 portfolio and the benefits of alternatives in a low return environment. We also talk about some of the unique aspects of their systematic approach including how they look at currency investing and incorporating sentiment into a global macro process.Â
We hope you enjoy the discussion.Â
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Ja...