The ongoing economic misery of the euro area periphery reflects the compounded deleveraging of corporates, households, financial institutions, and governments. According to a new IMF paper, the process could still take years to complete. Simultaneous deleveraging across all sectors typically causes negative feedback loops, constraining economic growth and credit conditions.
Macrosynergy is a London based macroeconomic research and technology company whose founders have developed and employed macro quantamental investment strategies in liquid, tradable asset classes, across many markets and for a variety of different factors to generate competitive, uncorrelated investment returns for institutional investors for two decades. Our quantitative-fundamental (quantamental) computing system tracks a broad range of real-time macroeconomic trends in developed and emerging countries, transforming them into macro systematic quantamental investment strategies. In June 2020 Macrosynergy and J.P. Morgan started a collaboration to scale the quantamental system and to popularize tradable economics across financial markets.
