Understanding our interconnected macroeconomic world is important for money managers and investment professionals alike. Here author Robert McGee brings together insights from finance and macroeconomics that are useful for investment strategists concerned with asset allocation d…
McGee provides a thorough look at each stage of the business cycle and analyses their investment implications using real-world examples linking economic dynamics to investment results. The author covers topics such as, the absolute and relative performance of various asset class…
The absolute and relative performance of various asset classes is systematically related to macroeconomic trends, both cyclical and secular. Among these trends are those of inflation, interest rates, real GDP, and income growth. The business cycle includes a monetary policy cycl…
Understanding our interconnected macroeconomic world is important for money managers and investment professionals alike. Here author Robert McGee brings together insights from finance and macroeconomics that are useful for investment strategists concerned with asset allocation d…