Head of Global Macro Strategy, HarmoniQ Insights

Mark Connors

Mark’s 35 years of markets experience includes time as a multi-asset portfolio and risk management practitioner and as head of a Markets Strategy team at Credit Suisse. This cross-discipline approach helped inform the creation of his top down/ bottom-up global macro framework and accounts for his advocacy for Bitcoin's strategic importance for institutional investors. 

As Director of Research at 3iQ during the 2022-23 crypto winter, Mark developed proprietary research and insights into digital assets, building on his work as Global Head of Portfolio & Risk Advisory at Credit Suisse and risk management roles at Diamondback Capital and Strategic Value Partners. 

Mark’s work now focuses on addressing systemic financial challenges such as debt, demographics, and deficits, and he is a vocal proponent of Bitcoin's potential to counter economic debasement. The practical nature of his work has been leveraged to drive bespoke University programs and is often referenced by media outlets including Reuters, Bloomberg, Unchained, CoinDesk and the FT.

Head of Global Macro Strategy

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Cryptocurrency Analysis - Bitcoin - November 25, 2024

HarmoniQ Insights

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Macroeconomics

<ul>
<li>The fracturing of political alliances is a growing risk factor for markets and therefore models.</li>
<li>Central Banks (Monetary Policy) have been the main source of risk / relief since the 2008 GFC</li>
<li>Since BrExit (2016), political instability has been a growing factor, rewriting trade, fiscal policy and more.</li>
</ul>


The fracturing of political alliances is a growing risk factor for markets and therefore models.
Central Banks (Monetary Policy) have been the main source of risk / relief since the 2008 GFC
Since BrExit (2016), political instability has been a growing factor, rewriting trade, fiscal policy and more.


The Center Cannot Hold