arcMacro
Macro Intelligence for Private Markets
A new bridge spanning world-class macroeconomic analysis and illiquid alternative investing
Access our suite of macro tools tailored to the unique needs of private investors
Long Horizon
Calibrated to illiquid investing
Refined Granularity
Bridging big picture and fundamentals
Restrained Frequency
Separating signal from noise
The Might of Macro
A Tailored Approach to Macro-Informed Strategy in Private Markets
In our inaugural White Paper, we lay out the in-depth research that informs arcMacro’s worldview. We outline our approach to tracking the macro/market cycle, document the tight link between the economy, private markets strategy, and underlying asset performance, and explain why we believe that the organization that gets in front of the macro will come out on top in the long run.
Navigate turbulent times with insights and advice adapted to illiquid investing
Who we serve
General Partners
We collaborate at all stages of the fund lifecycle to refine strategy and enhance performance
Family Offices and HNWIs
We provide specialized guidance for investors with distinctive mandates and unconventional asset mixes
Limited Partners
We help allocators understand the underlying macro exposures in their long-horizon holdings
Service Providers
We keep lawyers, accountants, financiers, and consultants ahead of changing market dynamics
The Independent Chief Economist for Alternative Investors
