Our quarterly reports consist of updates to your economic and financial market outlook and investment strategy, while keeping clients informed of any important opportunities and risks within the global macroeconomic environment.
Our market commentary, based on our quantitative asset allocation models, current events, technical analysisi, and news flow, provides clients with our commentary on major changes in the global economy and financial markets (e.g. ad hoc articles and posts, charts, tweets, etc.).
Our thematic reports focus on original investment topics, ideas, and themes on significant developments occuring across global economies, the global financial markets, and global asset classes.
Founder and Chief global macro investment strategist