Consulting
Unique Problems call for Targeted Counsel
Partner with us for independent, unbiased advice based on our expert macro insight and proprietary quantitative frameworks.
If you’re struggling to make sense of your investments and the macro landscape, arcMacro can help.
We offer support ranging from short touchpoints on news, data, and policy updates to bespoke long-term research and analysis engagements.
Macro Diligence
Do shifting macro forces harm the business model of my target company?
Enhance market diligences with a dedicated macro lens.
We’ll deliver detailed analysis of the macroeconomic influences on top-line growth and cost drivers for any asset, using our in-house scenario and forecasting frameworks.
LP Macro Stress-Test
How will a change in interest rates affect returns on my illiquid portfolio?
We’ll estimate the true macro betas at play.
Macro-proof your illiquid portfolio holdings by working with us to define custom scenarios for the economic and financial outlook to stress test performance and refine allocation and hedging strategies.
Macro Fund Strategy
Which assets will outperform in a recessionary economic scenario?
Get the macro angle right at inception.
We’ll help you develop a resilient fund strategy that capitalizes on the macro cycle by optimising thematic priorities, industry focus, and value creation strategy.
Macro Guidance
What does the latest change in economic policy mean for mid-market U.S. manufacturers?
Your independent chief economist is on call to advise.
Our consultations match the question at hand—from expert discussions to bespoke research and modelling.
The Independent Chief Economist for Alternative Investors
