Jason Halliwell on Value Investing, Systematic Macro and Carry
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
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Show Notes
This episode is sponsored by Masterworks
Jason Halliwell is the head of GMO's Systematic Global Macro team and a partner of the firm. GMO is a leading value-oriented asset manager with $60bn under management. Jason joined GMO in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. In the podcast, we talk about equity views, why systematic works in macro, how to think about value investing, and much more.
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