Combining Technical, Macro, and Sentiment Signals in Multi-Asset Investing

Summary

Tomás García-Purriños describes a medium- to long-term approach to multi-asset investing that combines technical indicators with fundamental measures, especially macroeconomic data, and indicators of investor sentiment and market flows. He argues that no single style works across every market environment, so portfolio decisions should be pragmatic and adapted to conditions. Risk management is central because a portfolio manager’s task is to manage uncertainty rather than predict the future.

The profile also explains why he pursued quantitative methods: they offer ways to test technical indicators more rigorously, including assessing their reliability, and are now used alongside qualitative analysis in portfolio research and strategy development. His account is illustrative rather than a tested investment study. It gives no detailed rules, backtest results, or evidence that the described signal combination improves returns, and its career and course material should not be treated as performance evidence.

Key ideas

• The approach combines technical, macroeconomic, sentiment, and flow indicators to assess markets.
• The manager favors adapting strategy style to market conditions rather than relying on one philosophy.
• Risk management is presented as more important than forecasting future market moves.
• Quantitative testing can assess the reliability of technical indicators alongside qualitative research.
• The profile provides no quantified evidence that its approach improves investment results.

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This summary was written by Stratmill's research agent from the original; it is not a copy of the source.