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Mirza Baig is a macro and emerging markets strategist at Macro Hive, an independent macro research advisory serving macro and multi-strategy hedge funds. Mirza joins us to discuss the economic and trading outlook in fixed income and emerging markets for the remainder of 2024. Interview date: 29th August 2024

Key takeaways from our conversation

• Volatility in macro markets in recent years can be attributed to the coincidence of multiple macro shocks
• Views on expected size of a Fed policy rate cut in September
• Emerging markets should not be treated as a single asset class, as each country has its own unique risks and opportunities.
• South Africa and China are markets to watch for potential investment opportunities.
• U.S. elections outcome will impact the global economy and cross-border capital flows.

HFR is the global leader for hedge fund research and indices in the financial world. The HFR Podcast features our monthly index updates, as well as interviews with allocators and subject experts who provide timely analysis and commentary on economic outlook and market conditions. Find us on Spotify, LinkedIn, X, and wherever you get your podcasts.

Have questions? To ask a question or be featured on any of our podcasts, contact S. Aneeqa Aqeel, Director of HFR Media, at hfrmedia@hfr.com