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Alternative Market Briefing

The Big Picture: Dave Fishwick, a global macro economist with a perception of emotional dynamics

Thursday, June 25, 2015

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Dave Fishwick
Benedicte Gravrand, Opalesque Geneva:

Dave Fishwick has been running macro strategies for M&G and Prudential for 20 years. He started out as an economist in the 1980s after leaving university, forecasting European economies and working with macro strategies. He then moved to currencies and bond markets. He spent a few years in Australia, and there ran a macro fund. He sold his business and returned to the UK in 1999, where he started heading the macro team at Prudential / M&G. His current macro strategy has returned 10.4% gross per annum since 2001.

M&G Investments has been a retail and institutional fund manager, known for its long-term and conviction-led approach to investing, for over 80 years. The firm manages assets of £269.7bn (€372.7bn; US$400.3bn) (31 March 2015) in equities, multi-asset, fixed income, real estate and cash for clients across Europe and Asia. It was acquired by Prudential, an insurer, in 1999.

His strategy, he explains to Matthias Knab on Opalesque TV, is different in its being discretionary, and that goes back to his early days as an economist. He found then that systematic forecasting the cyclical maneuverings of the world economy was "pretty tricky." Discretionary strategies have a core view-driven perspective, with an informational edge and a better understanding of economic dynamics. He has experienced so......................

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