"If investors aren’t
thinking about the
macro environment now,
then they’re
just not thinking."
|
Thomas Demas
Managing Director
tdemas@trendmacro.com |
Our clients run the gamut from large to small, and include hedge funds,
mutual funds, investment managers, investment banks, corporations,
pensions and endowments. Some use us for overall macroeconomic insight,
others for specific ideas in macro positioning, asset allocation, sector
selection and risk management.
Many clients who use our macro insights to support micro decisions about
individual security selection. They realize that no investor can really
understand any individual company without grasping the dynamics of the
overall environment in which it operates and competes.
Whatever an investor’s approach, TrendMacro provides insights for
action.
Our service includes written reports by Donald Luskin and Lorcan Roche
Kelly,
usually twice weekly, by email and fax. Clients have frequent in-person
and telephone meetings with Luskin and Roche Kelly, as well. A
password-protected website archives all our reports, and offers various
proprietary indicators updated daily. |
