Description: Our Macroeconomics Research Team include research and analysis across technical, fundamental, economics, policy and data services.
We help clients view the world through a differentiated lens not readily available from traditional investment houses. RenMac’s partners left larger bulge-brackets to focus on building a world class database back to the 1920s, writing code, and expanding our reach and intellectual horse-power into more markets and disciplines ( both strategic and quantitative) to provide some of the deepest, most original, and thoroughly vetted research on the street.
What is portfolio strategy? We believe it’s more than having a year-end target on the S&P or revised quarterly earnings estimates. We’ve spent the last 8yrs building out a database and ripping apart traditional asset allocation models to test what we thought we knew.
Neil Dutta continues to lead the new guard of economists with data driven analysis and modeling. Neil covers the globe with a primary focus on US data and The Fed.