Totem Macro is a provider of research strategy for the world's preeminent hedge funds and investment firms. Totem offers macro-strategy research focusing on global emerging markets, blending emerging market macro-to-micro understanding with salient global drivers. The firm leverages their buy-side experience across each verticals, and their trades span all of emerging markets across all assets, with particular relevance for global macro, fixed income and equities strategies. Totem provides bespoke coverage of particular markets, targeted market and thematic questions, independent project-level input, and portfolio analytics and asset allocation.
ABOUT TOTEM MACRO
Global/Macro: Global Currents + Local Idiosyncrasy
Macro/Micro: Macroeconomic + Sector + Asset Level Factors
Discretionary/Systematic: Conditions today + Through-time Drivers
Flows/Fundamentals: Players' Actions + Pricing vs. Expectations