I work as the head of global macro research at Breakout Capital . This is a new fund we started in 2022 with Ruchir Sharma (ex MSIM) as the senior partner and Vikram Pandit (ex Citi) as the head of our board. We invest across emerging and frontier markets - with an aim to find high quality compounders.
I am responsible for researching global macro trends and providing the analytical foundation that drives country allocation and hedging decisions, along with research behind our thought leadership.
Most of the work is for internal consumption and for our clients. Some of the external publications can be found here
https://breakout-capital.com/briefings/
Ruchir also publishes his views as a contributing editor in Financial Times