Jervis Bay of 05 Capital Advisors explains how Macrobond powers his macro driven investment strategy. With integrated data, fast analytics, and instant chart updates, he can test ideas in minutes and communicate a clear, data backed thesis to investors.
We take a very macro-centric approach to equity investing. Our portfolio is long-only, but every position is informed by a broader macro thesis.
We start by forming a view on global economic conditions — interest rates, inflation, policy direction — and then identify sectors or regions best positioned for that environment. Macrobond plays a key role in that process because it provides the data and visuals that allow us to validate and communicate those ideas quickly.
Research is everything. A big part of my day is spent collecting and analyzing data — not just to form opinions, but to test them.
I always say, “If I can chart it, I’ll believe it.” Visuals are fundamental to the way I think about markets. When you can actually see how two or three data series interact over time, it changes your perspective completely. Macrobond makes that process effortless.
Before 05 Capital, I had to use a patchwork of tools — Bloomberg for some data, Excel for others, Tableau for visualization. It was time-consuming and disjointed.
Macrobond replaced all of that. Now, I can source data, run correlations, and visualize results all within one environment. The speed and efficiency have been game-changing — I can test ideas in minutes instead of hours, which means more time to refine strategy and act decisively.
Integration. Everything I need is in one place — global macro data, proprietary indicators, analytical tools, and export functions that link directly into PowerPoint.
The live-linking feature is particularly powerful. I can open an old presentation, double-click a chart, and it instantly refreshes with the most recent data. That ensures accuracy and eliminates the manual errors that used to creep in when updating slides. It’s efficient and builds trust with clients.
During the last few years, we’ve had to track entirely new types of data — from shipping traffic to container freight to mobility trends. These weren’t traditional macro indicators, but they became crucial during periods like COVID or trade disruptions.
With Macrobond, I can access and visualize those series instantly. It’s helped me quantify what used to be anecdotal — and that’s a major advantage when markets are moving fast.
The level of support has been outstanding. During onboarding, I had weekly sessions with my account team to make sure I was comfortable with the platform’s capabilities. They were proactive, responsive, and genuinely invested in helping me get the most out of it.
Even now, if I need something complex — like a multi-layered regression or a visual adjustment — I can send an example to the team, and they’ll build it for me within hours. That kind of partnership is rare.
It gives our materials a professional, data-driven edge. When clients see that every chart is dynamically updated and clearly sourced, it builds confidence.
In our monthly and quarterly letters, many of the same visuals reappear — and thanks to Macrobond, they’re always current. I can demonstrate in real time how our macro view is evolving, backed by data that updates automatically.
It’s the all-in-one nature of the platform. You get global data coverage, powerful analytical tools, and presentation-quality visuals in a single, integrated system.
For a lean team like ours, that combination is invaluable. Macrobond allows us to compete at the level of much larger institutions — not just in research output, but in speed, precision, and presentation quality.
