PARTNER CONTENT 

Hedgeweek® sat down with Arancha Cano, a global financials and portfolio manager at WellingtonManagement, to discuss the most prescient themes dominating macro investing.

Background and approach as a hedge fund investors (0:08); how would you characterise the current macroeconomic regime (1:27); what has this meant for cross asset pricing (5:11); what is the current distribution of outcomes for the economic cycle from here (7:31); where do you see the most attractive opportunities for financial equities (9:29); how does AI factor into your economic outlook and what effect does it have on financials (11:13).