Latest / Macro Hive Conversations With Bilal Hafeez
Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years' experience in macro markets. Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS. In this podcast we discuss:
Understanding the impact of low real yields and "everything duration" trade
How momentum and secular growth (tech) trades have converged…
The skinny
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