Global macro investing outlook for Q2 sees infrastructure

Global macro investing outlook for Q2 sees infrastructure equities gaining traction in developed markets as fiscal stimulus bills take effect. Revenue growth from renewable energy projects may deliver long-term portfolio stability. Obviously, there's danger in extrapolating too much from these numbers. After all, past performance is no guarantee of future performance. That being said, Bitcoin returned 150% last year, and is up another 70% this year. So while Bitcoin may no longer deliver the types of 230% annualized returns that it did during its heyday, it still has the potential to deliver tremendous potential upside. Strategy and execution in global rates and FX products High-beta emerging market currencies like the Brazilian real are volatile on commodity swings. Global macro investing desks recommend selective exposures tied to stable fiscal policy regimes while avoiding unsustainable debt structures.