Nick Paulussen

Financial Services Strategy & Macro

We are forecasting for a world that no longer exists. For decades, the financial industry was built on the luxury of stability. Globalisation was a given; liquidity was borderless. Today, those assumptions are liabilities.

I am an Executive Director, Market Activation at Capco, with 25 years across capital markets strategy, operations, and advisory. I help banks, asset managers, and insurers bridge the gap between volatile geopolitical headlines and the decisions in front of them: where to grow, how to operate, and what to build. My focus is on macro blindness: how regional power blocs and AI-driven disruption are rewriting the P&L for global markets.

Macro StrategyGo-to-MarketCapital MarketsPE & Asset ManagementBankingInsuranceM&A Integration

Philosophy

The Human Edge

AI can give anyone information instantly. The edge is connecting history, geopolitics, and macroeconomics into a view of your own. That is what I try to do in my work at Capco, and what I try to teach through Atlas Macro.

Professional Experience

From Strategy to Execution

Executive Director, Market Activation

Capco

Present

Market Activation · Financial Services

  • —Strategic Scaling: Designed global operating models and country-specific GTM strategies across EMEA, US, and APAC.
  • —Commercial Impact: Delivered $300M+ in revenue synergies through commercial strategy and strategic integration.
  • —Market Activation: Turn strategic priorities into coordinated action, deciding where to compete and mobilising the firm around the strongest growth opportunities.

Founder

Atlas Macro

Present

Macro Education

A free daily newsletter on how macro moves markets. I built it from data pipeline to front end. An education project, separate from my work at Capco.

Outside Capco

Atlas Macro

Institutional thinking, plain English. A free daily newsletter on how macro moves markets, for students, analysts, and career changers. A data engine scores every major economic release for surprise, and an AI pipeline turns the day's news into an issue that explains what happened, why it moved markets, and the history behind it. Operated by PNJ Capital Ltd.

Visit Atlas Macro→
Atlas Macro

Educational content only. Not investment advice.

Atlas Macro

Daily Market Briefings

Historical Fiction

The Invisible Hand of Vandermark

“History remembers the victors; it rarely remembers the architects.”

A multi-generational saga spanning five centuries, from 16th-century Antwerp to modern London trading floors, exploring the intersection of finance, ethics, and memory through the Vandermark family's rigorous discipline: Receipts beat rumour.

Historical EpicFinancial ThrillerRead Full Synopsis →