Macro Analysis /
United Kingdom

GB : Strategy - Which analysts to follow

    Joachim Klement
    Joachim Klement

    Analyst - Strategy, Accounting, and Sustainability (SAS)

    CGS-CIMB
    25 March 2022
    Published by

    A hedge fund manager once told me that macro data is free because you can’t make money with it. Instead, he was spending a lot of money on acquiring alternative data. These days, alternative data that provides insights not available by traditional fundamental analysis or macroeconomic data is big business. And this kind of alternative data can indeed create valuable insights that can lead to better performance.