Educational macro content to kickstart your learning journey
The Macro Compass
An Educational and Actionable Macro Learning Journey
Who We Are
Alfonso Peccatiello is the Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis and portfolio strategy.
The Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy.
Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.
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What We Deliver
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Testimonials
CIO and Co-Founder at Andromeda Capital Management
Alf provides the best no-nonsense and no ideology macroeconomic and finance analysis you could ask for.
Honorary Professor of Economics
Alfonso’s deep macro framework, sharp market acumen and crystal clear communication are skills difficult enough to find in isolation. Bringing it all together in one (Italian) package is incredibly rare and valuable. No surprise Alfonso has been one of my key discussion partners in recent years.
Hedge Fund Portfolio Manager, Garda Capital
Alfonso has a very high capacity to zoom in on factors that move markets and he is able to explain the dynamics and causalities in a language that is easy to understand. Alfonso brings macro and markets to a broader audience!
Treasurer of UniCredit
Alf’s wide ranging exploration of macro issues is analytically based on history and artfully applied to the future. This combination of science and art leads to practical insights and epiphanies. I never fail to read his pieces.
President & CIO, Falcon Management
Media
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Alf is always spot on in capturing macro and market catalysts and identifying the drivers underlying turning points. His content is easy for everyone to read but at the same time top quality analysis.