Dan Arbess

Dan Arbess managed the Xerion macro fund at Perella Weinberg Partners for many years, developing expertise in global macro investing with a particular focus on geopolitical risk and thematic positioning. He has written extensively on the implications of China's rise, the shift in the global financial order, and the strategic implications for capital allocation. After leaving Perella Weinberg, he continues to write and advise on macro and geopolitical investment themes. Arbess is known for long-horizon thinking about structural changes in global markets. His thesis that the post-Cold War era of globalization and integrated supply chains has given way to a more fragmented, multipolar economic order — with profound implications for portfolio construction, inflation dynamics, and the relative attractiveness of different asset classes — has attracted significant attention from institutional investors navigating geopolitical uncertainty.