Inside macro investing with Archipel Capital founder Manuel Cañás
See how Manuel Cañás, Founder of Archipel Capital and seasoned portfolio manager, chooses what to focus on, how he guards against his own potential investment decision biases and much more in this insights-packed chat with EXANTE Multi-Asset Strategist Horacio Coutiño. The conversation is in Spanish.
5 things you’ll get from this talk
- Spotting mispriced market opportunities
- Improving investment research efficiency
- Assessing risk versus reward
- Recognising emotional and home-country bias
- Identifying macroeconomic drivers of investment opportunities
In the video you’ll also find Manuel’s views on Mexico, Brazil, Japan and the UK, as well as answers to audience questions.
“The first thing to look for is a gap between what market prices are telling you and where your macro view suggests they should be.”
Manuel Cañás
Founder and Portfolio Manager of Archipel Capital
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