Global Macro

LCM Macros offers independent idea driven research and trading strategy, covering all aspects of macro investing, tailored to institutional macro investors. The desk also provides access to LCM multi-asset based execution platform.

LCM Macro has developed a strong investment process similar to an aggressive global balanced fund: we identify macro drivers of each asset class to implement econometric models aimed at timing investment cycles. We then combine asset allocation tools, quantitative models and add a discretionary filter to result in the highest risk adjusted trading strategies.

LCM Macro capitalises on structural trends and short term tactical opportunities. These results are actionable trade recommendations sent no a regular basis via an original research publication. To be completely transparent in terms of follow up, we trade a "virtual portfolio" through emails, and publish its live P&L every week.