According to the latest IMF China report credit to non-financial institutions has soared to over 230% of GDP, an increase of 60%-points and a doubling in nominal terms from 2011 to 2016. Credit efficiency, i.e. the benefit of new lending in terms of economic output, has deteriorated markedly. Corporate lending has soared with an outsized […]
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.
