Macro Funds Are Back in Favor, Credit Suisse's Connors Says

The video discusses recent market changes, focusing on the impact of zero rate policy and the shift towards risk assets. It highlights the catalysts for market shifts, such as changes in Fed and fiscal policies, and the effects of monetary tightening. The narrowing of market breadth and the role of key assets like the dollar and US tech stocks are examined. Emerging trends in hedge funds, particularly the resurgence of macro funds, are also explored.

Discuss the trends observed in macro funds since 2012 and the reasons behind their performance.

What role do you think inflation plays in the current investment landscape?