Emerging Market Macro | Strategy Research for the World’s Preeminent Hedge Funds and Investment Firms
RESEARCH
RESEARCH INSIGHT
Synthesis of all Perspectives
A confluence of forces drives all asset prices and economies. Totem Macro leverages our buyside experience across each vertical as the foundation for every market insight.
Global | Local: 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
ABOUT
THE FIRM | OUR SERVICES
Actionable Research and Bespoke Consultancy
We write cross-asset macro and strategy research covering all major Emerging Markets, with conviction and for a limited readership. We don’t try to cover everything, all the time. We aim to focus only on what actually matters for making money trading EM assets, and put relevant developments into that context.
We also offer our expertise on an ad hoc basis – providing strategist and analyst capacity for buyside clients. Think of our input as flexible, scalable EM strategy-on-demand. Our clients enlist us for bespoke coverage requirements, targeted market questions, independent project input, and portfolio/factor analytics.
THE TEAM
Market Insights from a Buyside Perspective
Totem Macro was founded by Whitney Baker, leveraging extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors.
Whitney most recently served as the Head of Emerging Market Research at Bridgewater Associates, LP. Her experience spans discretionary and systematic Global Macro, as well as Long|Short and Long-Only Equities Fund Management.