MACMILLAN Applied Financial Macroeconomics and Investment Strategy: A Practitioner’s Guide to Tactical Asset Allocation

The book is a jewel. I dont know who is the author but this is the book I would liked to have when I started in Finance, but also an amazing piece for an experienced profesional. The book sets a non-quantitative framework for understanding cycles and its effects on financial assets. It uses a top-down analysis of the economy and produces a useful view of the forest (i.e. its not a detailed analysis of the trees). Really really helpful, would recommend to anyone

Ottimo libro. Teorico quanto basta. Molto spazio agli aspetti pratici. Molto documentato. Utilissimo. Un must per l'investitore.

Di livello universitario

Definitely one of the best (and only) books on the links between macroeconomic analysis and investing. It offers a beautiful qualitative analysis of the economic cycle and gives hints on how to profit from macro trends. Five stars.

The chapter on monetary policy alone makes this book a worthwhile read. Highly recommend.