Macro Strategies
Overview
BTIM’s Macro Strategies team aims to generate alpha, the excess returns over the relevant market benchmark, through the development of global investment solutions using top-down strategies in each of the major asset classes including:
- Global equities
- Global bonds
- Global currency
These markets are among the most liquid and highest capacity markets in the world, with significant diversification and risk/return benefits for investors.
Macro Strategies Team Bios
- Head of Macro Strategies: Joe Bracken
- Head of Duration Strategies: Errol Bome
- Senior Portfolio Manager: Cameron Fouladi
- Senior Portfolio Manager: Martyn Wild
- Portfolio Manager: Stuart Elliot
- Portfolio Manager: Jason Petras
- Portfolio Analyst: Robert Chapman
The Macro Strategies team covers a large number of global markets and asset classes. The team encompasses a wide and diverse set of skills including IT specialists, quantitative analysts and portfolio managers.
Macro Update Webcast
Listen to Joe Bracken’s views on:
- How the BTIM Macro Strategies boutique works.
- How Joe's investment strategy is positioned to cope with market volatility.
- How investors can benefit from the BTIM multi-boutique approach.
- What attracted Joe to BTIM?
Media
- Currency cushions GFC hangover
Joe Bracken interviewed in the Financial Standard
Pure Alpha: the next wave strategy
Joe Bracken talks to Westpac’s Insight magazine for Private Bank clients- The sum of quants
Joe Bracken interviewed by Morningstar.
BTIM’s Currency Capability
(currently available to Institutional clients only)
The BTIM Global Absolute Return Currency Fund is an actively managed portfolio of liquid currency instruments: USD, JPY, EUR, GBP, CAD, AUD, KRW, SGD, TWD, MXN, BRL, ZAR, selected to generate a consistent return above the Bank Bill Index. Active currency management adds value by exploiting inefficiencies in the foreign exchange markets. The returns of currency management strategies have a low correlation to returns of other traditional asset classes and the inclusion of currency management as part of a balanced portfolio can improve risk adjusted returns and reduce drawdown.