Interview With A Leading Innovator And Thought Leader
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About
Why Modern Macro By Stategy Capital
After nearly two decades of advising central banks, leading investment firms and Fortune 500 companies, and managing multi-billion dollar institutional portfolios, we set our entrepreneurial ambitions towards building a modern global economic research platform.
Stategy Capital is pioneering the application of economic analysis frameworks tested and proven in the commodity complex to the full range of global asset classes. We call it Modern Macro, a clear approach to global macro investing focused on techniques with a demonstrated track record of repeatable and consistent value creation.
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PRINCIPLES
"We hold up rigorous intellectual curiosity, humility, and courage to act on evidence as essential to achieving every objective."
Daniel Jerrett, Ph.D | Chief Investment Officer
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Insights
Featured Research
We believe in the power of measurement. We study economic systems and cross-market relationships using innovative applications of econometrics and statistics to develop knowledge advantages.
Housing Is Still The Business Cycle
A robust debate around the timing of the business cycle slowdown in response to Fed policy tightening has at its center a conversation about the significance of the housing cycle.
A Machine Learning Approach to Measuring Inflation Regimes
The recent surge in inflationary pressures has become a leading concern of central banks, investment managers, and households alike.
How Super Is The Commodity Cycle?
The reemergence of the super-cycle discussion has important implications for the global economy and capital markets.
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Team
Our Leadership
At Stategy Capital, strong leadership is provided by Managing Principals with extensive institutional investment management operational experience.
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Media
Measured Perspectives
Our research has been featured in the following publications.
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Press
Articles & Opinions
Decoding Commodity Supercycles with Daniel Jerrett
Roger Hirst sits down with Dr. Daniel Jerrett, chief investment officer at Stategy Capital, to explore the world of commodity supercycles, help you gain an understanding of his framework during these cycles, and to learn how to navigate each phase effectively.
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Contact
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