Webinar: Beyond Stocks and Bonds: Learn more about Global Macro Strategies with Wellington Management
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Webinar: Beyond Stocks and Bonds: Learn more about Global Macro Strategies with Wellington Management

25 May
19 May

Watch the webinar replay


  • 00:00 - Introduction
  • 07:00 - What is global macro investing and what are its characteristics?
  • 10:00 - What does George Soros have to do with global macro investing?
  • 13:00 - We ask ChatGPT to explain what global macro funds are
  • 20:00 - What are the different ways to execute a global macro strategy?
  • 33:00 - Is the old regime of economic uncertainty back again?
  • 36:00 - How major demographic changes and deglobalisation will fuel more volatility
  • 42:00 - Global macro strategies tackle public market inefficiencies
  • 48:00 - Global macro diversification can lead to better controlled drawdowns
  • 50:00 - Macro strategies have historically performed well in elevated volatility environments
  • 58:00 - Q&A from the live audience

About the session

This webinar is brought to you by Endowus Singapore together with Wellington Management.

Hedge funds are not the most straightforward asset class to understand, save for expectations of their alpha generation possibilities.

A lesser known fact about this alternative investment is that hedge funds can come in different forms and types. A hedge fund based on a global macro strategy, for example, is one that is influenced by the overall economic and political views of the macroeconomic environment.

Endowus warmly invites you to the next session of our educational alternatives webinar series. We focus on what global macro hedge funds are and what makes them so different.

This session will be hosted by Min Axthelm, Director of Investment Research at Endowus, and she is joined by Christopher S. Perret, CFA, CAIA, Managing Director and Investment Director of Wellington Management. They will provide you with a basic understanding of global macro investing. Topics to be discussed will include:

  1. What is global macro investing and how does it work when it comes to hedge funds?
  2. What are the differences in various global macro strategies?
  3. How do global macro strategies complement traditional portfolio allocations?

About the speakers

Min Axthelm, Director of Investment Research, Endowus

Min Axthelm is the Director of Investment Research at Endowus, a leading digital wealth platform in Asia.

In her current role, Min leads the efforts at Endowus’ Investment Office on research and content creation on the macro market and asset allocation, portfolio construction & optimisation and investment manager due diligence. She also works closely with the Product team on product research and development.

Min has more than a decade of experience in the investment industry, including fund manager due diligence and asset management, and joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office, overseeing the due diligence process from inception to completion for US Equity strategies and mutual funds.

Christopher S. Perret, CFA, CAIA, Managing Director and Investment Director

Chris is an investment director in Investment Product & Fund Strategies (IPFS). IPFS oversees certain Wellington-managed fund vehicles that pursue alternative investment strategies. The IPFS Team serves as fund sponsor for several alternative funds, overseeing fund governance, product development, marketing, and operations, and servicing fund investors. As an investment director, he works primarily with our macro and credit investment teams and is responsible for a range of business and investment-related activities. Specifically, he helps ensure the integrity of various investment approaches and represents the funds both internally and externally.

Prior to joining Wellington Management in 2010, Chris worked as a product analyst at State Street Global Advisors (2008 – 2010), where he contributed to the product management of the firm’s fixed income approaches. Before that, he held positions in FX and equity trade support for State Street Corporation (2004 – 2008).

Chris earned his MBA, with honors, from Boston University (Questrom School of Business, 2010) and a BBA in finance from the University of Miami (2004). Additionally, he holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and is a member of the CFA Institute and the CFA Society Boston.

Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested.


Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.

No invitation or solicitation

Neither the information, nor any opinion, contained in this article constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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