Thaler’s Corner: Macro Asset Allocation


Analysis of macro factors affecting monetary policy from Erwan Mahé, who has over two decades of experience covering this complex topic.


Erwan Mahé

About this channel

Every asset allocation mix is deeply influenced by central banks policies, because of their impact on the discounting rates and the yield curve.

Based on a longstanding and tried heterodox approach of central banks reaction functions, and the working of the internal plumbing of the monetary system, Thaler's Corner has been able to anticipate the most important monetary policies moves of the last 20 years, providing an invaluable edge to its asset manager and trader customers.

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This channel covers:

Heterodox macro analysis

Central banks reaction functions

Asset allocations axes